Biography

Aneri Jambusaria is the Managing Director of Wealth Management for LPL Financial. The Wealth Management organization is responsible for delivering a portfolio of best-in-class solutions that enable advisors and institutions to offer a differentiated end-to-end wealth management experience for their clients. The Wealth Management organization is committed to building the core of the advisor value proposition with capabilities spanning investments, advisory, banking and lending, trading, trust, insurance and financial planning to enable the most successful wealth practices in the industry.

Ms. Jambusaria joined LPL in 2020 as executive vice president, Strategy and New Ventures, where she helped shape the firm’s strategic plans at the enterprise level. In 2021, she transitioned into an expanded role leading Business Solutions.

Prior to joining LPL, Ms. Jambusaria held various positions at Fidelity Investments, most recently as head of the planning office for Enterprise Strategy and Planning. During her nine years at Fidelity, she helped shape strategy for business lines while gaining a strong understanding of wealth management and the products, solutions and technologies that serve investors. Before joining Fidelity Investments, she worked as a senior consultant for Deloitte’s financial services practice.

Aneri Jambusaria earned her bachelor’s degree in economics from The Wharton School of the University of Pennsylvania and MBA from Northwestern University’s Kellogg School of Management. She also holds the Certified Financial Planner (CFP®) designation.