LPL Promotes Aneri Jambusaria to Lead Services Group
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Aneri Jambusaria has been promoted to managing director, LPL services group, and has joined the LPL financial management committee.
The company says Jambusaria will continue to lead the development and delivery of LPL’s portfolio of business, planning and advice services. She will also assume responsibility for the firm’s growth solutions team, which consults with LPL clients on platforms and resources “to grow their client relationships and increase revenue.”
“Aneri is a client-centered leader whose strategic agility has been instrumental in the ideation and evolution of our service offerings to date,” president and chief executive officer Dan Arnold, said. “Her skill as a business operator, paired with the culture of innovation she fosters within her team, will continue to be instrumental in scaling our services offering in order to help even more clients thrive.”
“We’re committed to empowering the most successful advisors and institutions in the industry,” Jambusaria said. “I look forward to providing an even wider range of offerings, supporting our LPL clients no matter where they are in their journey, and applying our innovation muscle to benefit the advisors and institutions we serve at LPL.”
Jambusaria joined LPL in 2020 as executive vice president, strategy and new ventures. In that role she ran LPL’s innovation labs, which led to the creation of some of the firm’s service offerings, including paraplanning. A year later she transitioned into an expanded role leading the LPL services group. Prior to joining LPL, Aneri was with Fidelity Investments for nine years, most recently as head of the planning office. Before Fidelity, she served as a senior consultant for Deloitte’s financial services practice.
As The DI Wire previously reported, LPL recently announced other leadership changes including the departure of Dayton Semerjian, a former managing director and chief customer care officer.
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
Click here to visit The DI Wire directory page.
