Jacob
Thornton

Krilogy

CRD#6770006
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jacob Thornton is a financial advisor based in Saint Louis, Missouri with a total of 6 years of relevant experience. Thornton is an employee of Krilogy. The advisor has gained experience at Mosquito Squad Of Greater St. Louis, Title Boxing Club-Rock Hill, Att Evolution, Mr. Nice Guy Boxing And Fitness and Krilogy Financial, LLC. Thornton has a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Missouri. Krilogy is a registered investment business based out of Saint Louis, MO. It has offices in two locations and a total of 56 advisors. It oversees $2 billion in total assets between its 5,990 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 5,990 client accounts, 23% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Krilogy provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually depend on the services provided. However, fees charged by Krilogy may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

275 N. Lindbergh Ste. 20
Saint Louis, MO 63141

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Krilogy Brokerage Details

Total Assets Under Management

$1,843,806,481

MO Average: $11,469,110,461
Total Number of Employees

56

MO Average: 458
Total Number of Accounts

5,990

MO Average: 33,415
Average Account Size

$307,814

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jacob Thornton Work History

Jacob has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Krilogy Financial, LLC

2015 - Present (9 years)

Title Boxing Club-Rock Hill

2014 - Present (10 years)

Mr. Nice Guy Boxing And Fitness

2013 - 2014 (1 year)

Att Evolution

2012 - 2013 (1 year)

Title Boxing Club-Rock Hill

2010 - 2013 (3 years)

Mosquito Squad Of Greater St. Louis

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacob Thornton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Krilogy

Charles Schulz
Saint Louis, MO
Bryce Dalrymple
Saint Louis, MO
Deborah Smiley
Saint Louis, MO
Steven Grigone
Saint Louis, MO
Michael Brown
Saint Louis, MO
Daniel Henrichs
Saint Louis, MO
Jeffrey Skornia
Saint Louis, MO
Byron Gabriel
Durham, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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