Experience

Makes all the difference

Jaspreet "Jesse" Puri

Executive Director

Market Director

Jesse currently serves as the branch manager for UBS’ Fresno, Sherman Oaks, Valencia, and Bakersfield Wealth Management Offices. In his role, Jesse collaborates with financial advisors and support staff to drive business growth and the client experience. 

Professional History
Jesse has over 17 years of experience in the financial services industry. Prior to his current position, Jesse was the Assistant Market Head in the UBS North Texas Market from January 2017 - May 2021, the Administrative Manager in the UBS Plano, Texas Branch from August 2015 - December 2016, and held various operational roles in the UBS Los Angeles Private Wealth Management Branch from July 2010 - August 2015. Before joining UBS, Jesse was a Universal Banker at Citi in 2006.

Education and Personal
Jesse holds an undergraduate degree in Health Administration from California State University, Northridge and a Masters of Business Administration from California State University, Los Angeles. Jesse and his wife Jasleen enjoy hiking, photography, and traveling around the world. They have a 4 year old daughter named Melina. Jesse is an active participant and volunteer 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

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 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

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Lisa Monica

Associate Director

Admin Manager

Lisa began her financial services career at Crowell, Weedon & Co in 2009 before moving to Ameriprise Financial Services in 2012 where she held various positions such as Operations Leader, Registered Sales Assistant where she created and managed a paperless office.  Moving to UBS in 2016, Lisa is passionate about supporting her teams and ensuring excellent client service.  Lisa love dogs- specifically her 16-year-old, Spike, and outside of the office she enjoys motorcycle riding,  NASCAR and all auto racing.

Registered States:
  • AZ
  • CA
  • MT
  • NY
  • TX
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361

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