Our insights. Your plan. Simplified.

Benefits from our collaborative approach

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Whatever comes your way, we’ve got you covered

Bring us all your ambitions and challenges. No matter what comes your way, we reimagine advice to turn your possibilities into a plan—for you, your family and the world.

We rethink your entire experience:

Personalized. You’re unique. So we adapt our services and solutions to fit you.

Relevant. We’re thoughtful about delivering what really matters.

On time. You need an advisor that’s nimble—to help you act on opportunities anytime and anywhere.

Seamless. We put all the pieces together so your experience is smooth and intuitive.

Together, we’ll make it happen.

My passion comes from seeing my clients reach their financial goals and knowing that we played a role in that success.

- Jaspreet "Jesse" Puri

Jaspreet Puri

Focus on client benefit
As a child, Jesse witnessed his immigrant father—who had limited knowledge of the American financial system—struggle to pay his mortgage. His father had signed up for an adjustable-rate loan without fully understanding the implications. Eventually, his monthly payment doubled, and he scrambled to pay it while working a modest job at a furniture store. With no possibility of refinancing, this dire situation is what Jesse says “laid my financial foundation and motivated me to build my own financial acumen.”

Today, Jesse brings more than 15 years of experience in financial services, serving both wealth advisory teams and clients. Driven by results and the desire to exceed expectations, he believes in supporting clients’ financial goals while creating lasting, genuine relationships that foster greater confidence. From high net worth executives to families planning ahead for the future, he takes a disciplined and holistic approach when providing the best possible service to clients of every background.

With extensive operational experience within UBS, Jesse leverages his access to firm resources to help wealth management teams at his branch better serve their clients. His personal commitment to using his knowledge to form relationships sets him apart in the industry. “Guided by honesty, integrity and authenticity, I pride myself on creating a nurturing environment in which I advise clients in the same manner I would a family member or friend.”

Life
– Jesse values family time with his wife Jasleen and 3-year-old daughter Melina.
– He enjoys hiking, photography, traveling the world and volunteering with the Sikh community of Los Angeles.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • NC
  • NV
  • NY
  • OK
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • WA
  • WI

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • M.B.A., California State University, Los Angeles
  • B.S., Health Administration, California State University, Northridge

Credentials

  • Series 7, 9/10, 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Multi-generational families
Women investors
Business Owners
Entrepreneurs
Professionals
15260 Ventura Blvd
Suite 1800
Sherman Oaks, CA 91403
  • (214) 981-0526

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Advice for who you are

Everyone is different. So we offer focused advice specifically geared to where you want to go—and help you get there.

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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UBS is a leading and truly global wealth manager

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