LPL FINANCIAL HOLDINGS INC (LPLA)
Sector: Financials
Sector: Financials
LPL FINANCIAL HOLDINGS INC - Executive Compensation
Group Managing Director, Chief Wealth Officer
Executive Compensation
Aneri Jambusaria is the Group Managing Director and Chief Wealth Officer at LPL Financial Holdings Inc., a leading independent broker-dealer and investment advisory firm. With more than 25 years of experience in wealth management, she brings deep expertise in RIA custody, family office solutions, and advisor platforms. Prior to joining LPL in 2021, Jambusaria spent over two decades at Morgan Stanley, rising to Managing Director and Head of RIA and Family Office Solutions. In that role, she spearheaded the growth of alternative investment platforms, expanded advisor capabilities, and drove multimillion-dollar revenue increases through innovative product launches and strategic partnerships. Her earlier career included key positions at Deutsche Bank and Merrill Lynch, where she honed her skills in institutional sales and wealth strategy. At LPL Financial, Jambusaria oversees the firm's comprehensive wealth management strategy, focusing on empowering independent financial advisors and registered investment advisors (RIAs) with cutting-edge technology, personalized tools, and scalable solutions. Under her leadership, LPL has strengthened its market position by attracting high-caliber advisors, enhancing digital platforms, and expanding service offerings to meet evolving client needs in a competitive landscape. Her initiatives have contributed to record advisor recruitment and assets under management growth, solidifying LPL's reputation as a premier wealth destination. Jambusaria's achievements have earned her industry recognition, including features in leading financial publications for her visionary approach to advisor success and client-centric innovation. A passionate advocate for diversity and inclusion in finance, she continues to shape the future of wealth management by bridging traditional expertise with modern fintech advancements.