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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Everyone is different. So we offer focused advice specifically geared to where you want to go—and help you get there.
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.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
