J I Medina Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advice and planning to individuals, small businesses, and non-profit organizations, offering comprehensive and modular financial planning, retirement and business planning emphasis, asset management, and hourly financial consulting. Services include assistance developing and implementing plans, ongoing monitoring, and support to open and maintain custodial investment accounts.
The firm’s investment process combines fundamental and technical analysis and can include mutual funds, ETFs, stocks, bonds, and options, with portfolios managed on either a discretionary or non‑discretionary basis. Advisors collect detailed client financial information, set asset‑allocation targets, and conduct quarterly or annual reviews while custody of assets is maintained at independent custodians.
Distinctive features in the brochure include the firm’s disclosure that it currently has no assets under management and no advisory accounts as of the most recent filing despite describing an asset‑management program and an annual percentage fee schedule. The filing also notes that the firm’s managing principal maintains other business activities in the insurance industry and a separate local service business, and discloses a personal Chapter 7 bankruptcy that was discharged in 2019.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001+: 0.50% annually
$250 per hour for Comprehensive Financial Planning; $149 per hour for Financial Consulting
Main office
Frisco TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)