Jayme Marie Thaller
Investment adviser representative at Krilogy
10 yearsExperience
1 stateRegistered in
$5.2BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- KrilogyAug 2025 to now
- VoyaJan 2025 to Jul 2025
- Voya Financial Partners, LLCJan 2025 to Jul 2025
- Oneamerica SecuritiesJul 2018 to Jan 2025
- Oneamerica Retirement ServicesJun 2018 to Jan 2025
- NordstromSep 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4673032
- Firm CRD
- 149046