Aneri Jambusaria, CFP®
As managing director of LPL Services Group, Aneri Jambusaria is responsible for the development and delivery of LPL’s portfolio of business, planning, and advice services, and value-added consultation functions, which apply expertise and innovation to solve for some the biggest challenges financial advisors and institutions face in serving investors and operating their business.
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 the LPL Services Group.
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.
Ms. Jambusaria earned her MBA from Northwestern University’s Kellogg School of Management, and her bachelor’s degree in economics from The Wharton School of the University of Pennsylvania. She also holds the Certified Financial Planner (CFP®) designation.