JM
JM
Jose Medina
10 Years of Experience
Frisco, TX
2 DisclosuresSells Insurance
Jose Medina is a registered investment advisor at J I Medina Investments, LLC, based in Frisco, TX, with 10 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
J I Medina Investments does not currently manage investments or have assets under management.
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Location
Frisco, TX
Get directionsHistory
Regulatory History (2)
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Financial
March 2019Final
Criminal
November 2003Final Disposition
Other Business ActivitiesSells Insurance
Jose is an independent contractor selling life insurance through J I Medina Investments, LLC. This activity requires about 10-20% of his time.
Employment History
Current Registrations
J I Medina Investments, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
April 2024 - September 2024 · 5 mos
Fidelity Brokerage Services LLCBroker
March 2024 - September 2024 · 6 mos
J I Medina Investments, LLC
January 2021 - January 2024 · 3 yrs
Principal Securities, INC.
July 2016 - July 2016 · 0 mos
Principal Securities, INC.Broker
July 2016 - July 2016 · 0 mos
Princor Financial Services CorporationBroker
February 2016 - March 2016 · 1 mo
J I Medina Investments, LLC
June 2015 - September 2020 · 5 yrs 3 mos
J I Medina Investments, LLC
June 2015 - July 2016 · 1 yr 1 mo
Farmers Financial Solutions, LLCBroker
April 2015 - May 2015 · 1 mo
Edward Jones
January 2015 - February 2015 · 1 mo
Edward JonesBroker
December 2014 - February 2015 · 2 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.