A complete list of active advisors currently associated with J I Medina Investments, LLC

Warmer can help you find a great advisor at J I Medina Investments, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at J I Medina Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.