Jose MedinaCRD Number: 6411448
Current Firm: J I Medina Investments, LLC
Jose Medina (CRD# 6411448) is an Investment Advisor Representative working at J I Medina Investments, LLC in Mckinney, TX and has over 3 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|J I Medina Investments, LLC||Mckinney, TX||May 2015 - Current||2|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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