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Jasmita Patel Insurance Advisor,

14841 Yorba St, Tustin, CA 92780View on Map


Jasmita "Jessie" Patel, CLTC®, LUTCF, has been an agent with New York Life since 2006 and The R H Morris Group since 2008, helping her clients in financial, business, and estate planning. Jessie is a Registered Representative for NYLIFE Securities LLC, is a Life Underwriter Training Council Fellow, and is also a Member of the National Association of Insurance and Financial Advisors and The Million Dollar Round Table. Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Jessie holds her Series 6, Series 7 and Series 63 Securities Licenses, is Life Insurance and Health Insurance* licensed, and is certified in Long Term Care. She grew up in Southern California and earned a Bachelor of Arts Degree with emphasis in Marketing and Management from Chapman University in Orange, California. While in college, Jessie tried to travel as much as she could, and today she serves clients all over the United States. In her spare time, Jessie enjoys spending time with her husband Kunal, travelling, volunteering in local charities and spending time with her family and friends.

Basic Details

  • Insurance
  • Health Insurance, Automobile Insurance, Disability Insurance
    Health Insurance, Automobile Insurance, Disability Insurance, Small Business Insurance, Retirement Insurance Planning, Boat Insurance
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  • 10 - 15 Years
  • 14841 Yorba St
  • We Are Open 24 X 7