Jaspreet Puri
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Makes all the difference

Jaspreet Puri

Executive Director

Market Director

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

Jaspreet Puri

Recognized as an industry leader:

  • 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, 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

Jaspreet Puri

15260 Ventura Blvd
Suite 1800
Sherman Oaks, CA 91403

Email Me

Jaspreet Puri

Executive Director

Market Director

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

Recognized as an industry leader:

  • 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, 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

15260 Ventura Blvd
Suite 1800
Sherman Oaks, CA 91403

Email Me

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