Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Jaspreet "Jesse" Puri

    Executive Director

    Market Director

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in August 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, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        15260 Ventura Blvd
        Suite 1800
        Sherman Oaks, CA 91403
        jaspreet.puri@ubs.com
        Jaspreet "Jesse" Puri
        15260 Ventura Blvd,Sherman Oaks,CA,91403

      Connecting you to the deep resources of UBS

      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

      Three generations in apple orchard

      Turn possibilities into a plan

      House View Monthly

      Mountain climbers on peak at sunrise

      A leading global wealth manager

      Texas

      Donor-advised funds

      Year-end charitable giving

      As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

      For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $6.9 trn

      UBS Group invested assets
      As of 10/29/2025

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

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