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Jose Ismael Medina

J I Medina Investments, LLC

Frisco, TX

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Current Employers
J I Medina Investments, Llc

Frisco, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-12
  • TX RA
    APPROVED
    Since 2024-11-12

Branch Locations

Frisco, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J I Medina Investments, Llc Mckinney TX 05/2015 02/2024
Fidelity Investments Westlake TX 02/2024 09/2024
Guardian Life Frisco TX 01/2024 02/2024
Symmetry Financial Frisco TX 06/2023 02/2024
Infosys Frisco TX 07/2022 08/2023
Revature Frisco TX 11/2020 07/2022
J I Medina Investments Frisco TX 09/2024 Present
Guardian Life Frisco TX 09/2024 Present
  • 05/2015 → 02/2024
    J I Medina Investments, Llc
    Mckinney, TX
  • 02/2024 → 09/2024
    Fidelity Investments
    Westlake, TX
  • 01/2024 → 02/2024
    Guardian Life
    Frisco, TX
  • 06/2023 → 02/2024
    Symmetry Financial
    Frisco, TX
  • 07/2022 → 08/2023
    Infosys
    Frisco, TX
  • 11/2020 → 07/2022
    Revature
    Frisco, TX
  • 09/2024 → Present
    J I Medina Investments
    Frisco, TX
  • 09/2024 → Present
    Guardian Life
    Frisco, TX
Previous Registrations
Other Businesses

OrgNmn: Haul Heros |Org Addr:Frisco,Texas,US|OBA Nature: Junk Removal|Invst Rel:N|Title:Independent Contractor|Duties: Provide Junk Removal Services |StrtDt: 07/2025|TotHrs/mon:16|TrdHrs/mon:0| OrgNmn: Guardian Life |Org Addr:Frisco,Texas,US|OBA Nature: Group Benefits|Invst Rel:N|Title: Account Service Manager|Duties: Handle service related issues with employer's group benefits |StrtDt: 10/2024|TotHrs/mon:160|TrdHrs/mon:160|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-01
S66 Uniform Combined State Law Examination 2015-01-02
  • S63 Uniform Securities Agent State Law Examination
    2024-04-01
  • S66 Uniform Combined State Law Examination
    2015-01-02
Other Names
  • Jose Medina
  • Jose Ismael Medina

View on SEC IAPD

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