Mandy K. Jones
Mandy K. Jones joined Krilogy Financial, LLC as a Practice Manager in 2018. Mandy has over 10 years of experience in the financial services industry at a registered broker dealer. Most recently she worked as a Business Analyst and Registered Executive Assistant for the Client Account Response Team Leadership. In that role she performed quality control testing, assisted with department technology and asset location, served as liaison among multiple operations departments, implemented process improvements for client account response and new accounts, monitored production systems and assisted with documentation for audits.
Prior to this role she led a team working with new accounts, client experience and stock and option trading. Additionally, she worked with associate training and Tax Reporting.
In her current role as Practice Manager, Mandy utilizes her many skills with a senior team, providing high level client and administrative support. Mandy has a strong belief in handling confidential, sensitive information in a secure and discrete manner.
Mandy has previously passed FINRA’s Series 7 and 63 securities licensing exams.
Mandy lives in St. Peters, MO with her husband and children. She enjoys spending time with her family, watching her children play soccer and run in Track and Field.