Jose Medina, financial advisor Mckinney TX
90 score

Jose Medina

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jose I. Medina
Phone Number: 469-777-8082
Registered State(s):
  • TX
Current Firm Details
J I Medina Investments, LLC
Firm's CRD Number: 226663
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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