James I. Black & Company

James I. Black & Company (CRD# 1249) is a financial advisory firm headquartered in Lakeland, FL. They manage $131,822,864 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

311 South Florida Avenue, Lakeland, FL 33801

https://www.jamesiblack.com

By the Numbers

Total Assets Under Management

132

MILLION
Total Number of Accounts

137

ACCOUNTS
Average Account Value

$962,211

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at James I. Black & Company

Showing 1 - 2 of 2 top financial advisors.

Gerald L. Black

CRD#: 811414

311 South Florida Avenue, Lakeland, FL 33801

Gerald Black (CRD# 811414) is an Investment Advisor Representative working at James I. Black & Company in Lakeland, FL and has over 9 years of experience in the finance industry.

John M. Christian

CRD#: 1080117

311 South Florida Avenue, Lakeland, FL 33801

John Christian (CRD# 1080117) is an Investment Advisor Representative working at James I. Black & Company in Lakeland, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals