Jordan Phillips
ST. LOUIS, MO – Krilogy® has announced that mergers and acquisitions veteran Jordan Phillips has joined the firm in the newly created position of Director of M&A. Phillips most recently served as Director of Development for Farther, where he helped support the firm’s rapid expansion. He brings extensive experience driving intentional, sustainable growth, and will focus on attracting advisors and teams that align with Krilogy’s culture and long-term vision.
The creation of this role reflects Krilogy’s continued commitment to expanding its advisor network and geographic footprint. Since 2009, the firm has completed nearly 30 mergers, acquisitions and advisor transitions, helping independent wealth professionals expand their businesses while maintaining a strong focus on culture, client service, and team collaboration.
“Jordan brings a unique combination of experience as an entrepreneur, wealth management leader, and M&A professional,” said Kent Skornia, CEO. “Throughout our conversations, it became clear that he shares our mindset that scaling growth should be intentional and purpose-driven. We have built a strong track record of partnering with exceptional advisors, and Jordan will help us continue that momentum in a thoughtful way that preserves the values and relationships that define Krilogy®.”
Phillips was drawn to Krilogy® not only by what the firm has already accomplished, but by the opportunity that lies ahead. He sees significant potential to expand Krilogy’s reach while preserving the firm’s commitment to culture.
“Krilogy® has built something unique,” said Phillips. “Advisors who join the firm gain access to the resources, expertise and support needed to expand their practices while focusing more of their time and energy on serving clients. I believe deeply in what we provide, and I’m excited to help more people discover what’s possible here.”
Krilogy® meets advisors and teams where they are, honoring their goals and providing the support to help them succeed. Whether an advisor is nearing retirement and looking to build a strong succession plan, is seeking operational support to scale their practice, or searching for a larger team environment to call home, Krilogy® provides the infrastructure, resources and collaborative culture that allow wealth professionals to build stronger businesses.
“My goal is to connect with the right partners in the right markets and help them understand what makes Krilogy® different,” said Phillips. “Krilogy® is innovative for our size. I believe that we are uniquely positioned for continued success, and I’m excited to help expand our impact in a way that strengthens our culture, helps advisors reach their highest potential and benefits the clients we serve.”
About Krilogy:
Krilogy is an independent full-service wealth management firm committed to helping clients grow and protect their wealth, instilling confidence and preparing them for the future. Offering a comprehensive range of services in addition to wealth management, including tax preparation, planning, estate planning, and family office services all under one roof, Krilogy takes a holistic approach to financial success. With four offices in the St. Louis area and the expansion into Dallas with the formation of Krilogy Texas in 2023, Krilogy delivers tailored financial solutions nationwide.
Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Registration with the SEC should not be considered an express or implied approval of Krilogy by the SEC. Krilogy Texas is a brand name operating under Krilogy and its registration. Clients of Krilogy Texas will be serviced through Krilogy. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.
KEP Law, LLC d/b/a Krilogy® Law is an independent law firm affiliated with Krilogy® through common ownership. Legal services are provided under separate engagement through KEP Law, LLC d/b/a Krilogy Law, an independently owned law firm affiliated by common ownership, servicing both Krilogy and non-Krilogy clients. The choice of a lawyer is an important decision and should not be solely based upon advertisement.
Tax services are provided under separate engagement with Krilogy Tax Services, LLC, a separate but affiliated entity to Krilogy.
