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.”

– 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
  • MA
  • MD
  • MI
  • NC
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA

  • 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The 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


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


  • 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
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.


A way forward

Goals-based planning

The rising generation in a new world


Advice for business owners and entrepreneurs

Helping women take charge

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager