LPL Financial announced it has appointed Aneri Jambusaria as executive vice president of strategy, effective today.
Jambusaria will lead a team responsible for assembling market intelligence, analyzing emerging trends and implementing a long-term strategy to drive both LPL’s growth and that of its independent financial advisors and professionals. Her San Diego-based team will also develop strategies for some of the firm’s newer innovative initiatives.
Jambusaria joins LPL from Fidelity Investments, where she worked for nine years, most recently as head of the planning ffoice. In that role, she helped shape strategy for each of Fidelity’s business lines, while gaining a strong understanding of wealth management and the product solutions and technologies that serve retail investors.
Before joining Fidelity, Jambusaria served as a senior consultant in Deloitte’s Financial Services Practice. She has been in the investments industry since 2010.
Jambusaria earned a B.S. degree from the Wharton School of Business at the University of Pennsylvania, and an M.B.A. degree from Northwestern University’s Kellogg School of Management.
LPL Financial is headquartered in Ft. Mill, S.C., San Diego and Boston. It's the nation’s largest independent broker-dealer.