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Jose Javier Medina

LPl Financial LLC

Fort Collins, CO

Tempe, AZ

CRD 7915878

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-30
TX RA APPROVED 2025-10-13
CO RA APPROVED 2025-09-18
  • AZ RA
    APPROVED
    Since 2025-10-30
  • TX RA
    APPROVED
    Since 2025-10-13
  • CO RA
    APPROVED
    Since 2025-09-18

Branch Locations

Fort Collins, CO • United States

500 E Rio Salado Pkwy Bldg 4 3 Fl, Tempe, AZ 85281 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delta High School Delta CO 07/2015 05/2020
Walmart Fort Collins CO 06/2020 05/2023
Colorado State University Fort Collins CO 08/2021 12/2024
Rio Grande Mexican Restaurant Fort Collins CO 09/2023 06/2025
Tarantino Wealth Management Fort Collins CO 04/2024 Present
Lpl Financial Fort Collins CO 05/2024 Present
  • 07/2015 → 05/2020
    Delta High School
    Delta, CO
  • 06/2020 → 05/2023
    Walmart
    Fort Collins, CO
  • 08/2021 → 12/2024
    Colorado State University
    Fort Collins, CO
  • 09/2023 → 06/2025
    Rio Grande Mexican Restaurant
    Fort Collins, CO
  • 04/2024 → Present
    Tarantino Wealth Management
    Fort Collins, CO
  • 05/2024 → Present
    Lpl Financial
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-17
  • S66 Uniform Combined State Law Examination
    2025-09-17

View on SEC IAPD

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