CoverProfile

Jake Thornton

Wealth Advisor, Director of Portfolio Strategy

Krilogy

United States, Missouri, St. Louis

About Me

Jake started out as an intern at Krilogy. Upon obtaining a B.S. in Business Administration with an emphasis in Finance from the University of Missouri-St. Louis, he joined the firm as an Associate Wealth Advisor. Coming from a fitness background where the clients’ needs are front and center, Krilogy was a natural fit with their client-first approach. The resources available within the firm and RIA platform allow Jake to use a wide array of investment tools and strategies to cater to the individual needs of his clients without an obligation to a specific product or service. Jake has continued his passion for investment management by passing the Level I of the CFA Program. Jake joined Krilo

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Profile Information

Wealth Advisor, Director of Portfolio Strategy

Krilogy

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

St. Louis

Missouri

United States

Jul 15, 2024

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