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Aneri Jambusaria
Corporate Officer/Principal at
LPL FINANCIAL HOLDINGS INC.
Net worth: 2 M $ as of 30/06/2026
Profile
Aneri Jambusaria is currently Chief Wealth Officer & Group Managing Director at LPL Financial Holdings, Inc. Formerly, Ms. Jambusaria was Director at Certified Financial Planner Board of Standards, Inc. from 2021 to 2024.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 17/06/2026 | 6,415 ( 0.01% ) | 2 M $ | 30/06/2026 |
Aneri Jambusaria active positions
| Companies | Position | Start |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - |
Former positions of Aneri Jambusaria
| Companies | Position | End |
|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Director/Board Member | 31/12/2024 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
8
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
LPL Financial Holdings, Inc.
 LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services | Finance |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Commercial Services |
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