Joseph Medina
Joseph Medina is a registered investment advisor at Infinity Financial Services Advisory, based in Cranford, NJ, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
Business Park, 20 Commerce Dr, Suite 135, Cranford, NJ, 07016
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2020Employment Separation After Allegations
January 2011Other Business ActivitiesSells Insurance
Joseph operates under the DBAs Medina Private Wealth Management and Medina Private Insurance, dedicating full-time hours to securities, investment advisory services, and insurance sales (including life insurance). He also engages in real estate sales, Legal Shield sales, bar/restaurant work, and notary services, each requiring minimal time.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Gilford Financial CORP.
Gilford Securities IncorporatedBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Citicorp Investment ServicesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Dreyfus Service CorporationBroker
Robert Thomas Securities, INCBroker
The J.B. Sutton Group, LLCBroker
Gaines, Berland INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.