Jose Medina, financial advisor Addison TX
88 score

Jose Medina

CRD Number: 6411448
Current Firm: Principal Securities, Inc.

Jose Medina (CRD# 6411448) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
J I Medina Investments, LLC Mckinney, TX May 2015 - Current 1
Princor Financial Services Corporation Addison, TX Feb 2016 - Feb 2016 < 1
Principal Life Insurance Company Addison, TX Feb 2016 - Feb 2016 < 1
Farmers Insurance Frisco, TX Feb 2015 - May 2015 < 1
Farmers Financial Solutions Frisco, TX Mar 2015 - Apr 2015 < 1
Edward Jones Frisco, TX Nov 2014 - Feb 2015 < 1
None Frisco, TX Aug 2014 - Nov 2014 < 1
Advance Auto Parts Dallas, TX Nov 2013 - Aug 2014 < 1
Verizon Wireless Plano, TX Jun 2013 - Oct 2013 < 1
None Frisco, TX Feb 2013 - Jun 2013 < 1
Target Richardson, TX Oct 2012 - Feb 2013 < 1
None Frisco, TX Jun 2012 - Oct 2012 < 1
Ross Stores Victoria, TX Dec 2011 - Jun 2012 < 1
Autozone Houston, TX Apr 2008 - Dec 2011 3
Advance Auto Parts Victoria, TX Jul 2002 - Apr 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Jose I. Medina
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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