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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.

  1. KrilogyAug 2025 to now
  2. VoyaJan 2025 to Jul 2025
  3. Voya Financial Partners, LLCJan 2025 to Jul 2025
  4. Oneamerica SecuritiesJul 2018 to Jan 2025
  5. Oneamerica Retirement ServicesJun 2018 to Jan 2025
  6. 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
Advisor's SEC record (opens in a new tab)
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