Jose I. Medina
Professional summary
Jose Ismael Medina, who also goes by Jose Medina, is a registered financial advisor currently at J I MEDINA INVESTMENTS, LLC located in Frisco, Texas.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jose has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jose Ismael Medina's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2024 - Present
J I MEDINA INVESTMENTS, LLC
April 10, 2024 - September 23, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 18, 2024 - September 23, 2024
FIDELITY BROKERAGE SERVICES LLC
January 5, 2021 - January 22, 2024
J I MEDINA INVESTMENTS, LLC
July 15, 2016 - July 26, 2016
PRINCIPAL SECURITIES, INC.
July 5, 2016 - July 26, 2016
PRINCIPAL SECURITIES, INC.
February 16, 2016 - March 7, 2016
PRINCIPAL SECURITIES, INC.
June 24, 2015 - September 22, 2020
J I MEDINA INVESTMENTS, LLC
April 7, 2015 - May 6, 2015
FARMERS FINANCIAL SOLUTIONS, LLC
January 5, 2015 - February 3, 2015
EDWARD JONES
December 17, 2014 - February 3, 2015
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/13/2024)
Exams
Series 7TO
Date: 3/18/2024
General Securities Representative ExaminationCurrent Firm
J I MEDINA INVESTMENTS, LLC
CRD#: 226663 / SEC#:
Contact information
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