![Aneri Jambusaria](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Aneri Jambusaria
Corporate Officer/Principal bei
LPL FINANCIAL HOLDINGS INC.
Vermögen: 2 Mio $ am 30.06.2026
Profil
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.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 17.06.2026 | 6’415 ( 0.01% ) | 2 Mio $ | 30.06.2026 |
Aktive Positionen von Aneri Jambusaria
| Unternehmen | Position | Beginn |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - |
Ehemalige bekannte Positionen von Aneri Jambusaria
| Unternehmen | Position | Ende |
|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Direktor/Vorstandsmitglied | 31.12.2024 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
8
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
