Jeanna Brandt

Jeanna Brandt leads the Research Experience Team and manages overall Research operations at LPL Financial. In this role, she is hyper-focused on the advisor and investor experience within all facets of LPL Research, overseeing communications, trade operations, regulatory requirements, and technology integrations.

“As a leader of the LPL Research Experience team, my goal is to ensure we deliver the content, collateral and resources our advisors expect and need to help them effectively and efficiently manage assets and nurture client relationships.”

Before joining Research, Jeanna was Vice President of LPL Product Management, and focused on mutual funds, exchange traded funds, and 529 plans. In this role, she was instrumental in seamlessly transitioning books of business from large institutions to the LPL platform. Before that, she worked in platform management and wealth consulting.

Prior to joining LPL Financial

Jeanna served as a Registered Operations Manager for an independent financial advisor. She has over 14 years of financial services experience.

Education & Achievements

BS in Communication, University of Tennessee

Series 7 and 66 licenses