Jose Medina

Personal Finance, Investing, Insurance
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“ Jose Medina,founder of J I Medina Investments, is proud that so many of his clients have repeatedly turned to him for guidance and assistance with their financial futures, and he works hard to earn their loyalty every day.”
Firm:

J I Medina Investments, LLC

Job Title:

Founder

Biography:

 Jose Medina, MBA, is the founder of J I Medina Investments, a Registered Investment Advisory Firm in Texas.

Jose started the firm because when he was 18 years old, he went to a major bank to invest $2,000, which was a lot of money for him. The financial advisor laughed at the amount and told Jose to put it in savings and come back when he had at least $10,000. Jose left feeling embarrassed and told himself that he would one day open a firm that would not turn down clients based on the amount of money they have. J I Medina Investments does business through two different models, traditional and/or virtual. Traditional is face to face meetings and virtual is through the use of technology by using FaceTime, Skype, Hangouts, and GoToMeeting so that it is convenient for clients to attend meetings.

Jose provides financial planning, investment advice, and consulting for people in their 20s through 40s. He provides these services in order to bring financial prosperity and help clients reach their financial goals. Jose and his team educate their clients to understand how to invest based on their situation and how to plan for specific goals. J I Medina Investments does not have current asset minimums and will not turn down potential clients based on the amount of money they have.  Jose will always put his clients' interests ahead of his own at all times and believes that everyone deserves access to financial services.

Jose has well over 14 years of helping businesses and individuals reach their goals. Jose is at the forefront of this quickly changing economy and he works closely with his clients because they are fully committed to meeting and exceeding expectations. Jose also believe in keeping his services affordable to his clients.

Education:

MBA, Finance, University of Houston
BBA, Marketing, University of Houston

Fee Structure:

Fee-Based

CRD Number:

6411448

Insurance License:

#1975681

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