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John C
CFP®
Lakeland, FL
James I. Black & Company
John Christian is a CFP® professional with 43 years of experience in the financial industry. He has been with James I. Black & Company since 1988, serving as a vice president of the affiliated broker-dealer. James I. Black & Company provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm manages approximately $144 million in assets for about 130 clients, offering customized and model portfolio solutions with a range of securities while maintaining primarily non-discretionary accounts.
Gerald B
Series 66
Lakeland, FL
James I. Black & Company
Gerald Black is a financial advisor with James I. Black & Company, holding a Series 66 credential and over 51 years of industry experience. He has been associated with James I. Black & Company since 1975 and has also worked with ITB Capital Advisors, LLC, and ITB Capital Management since 2005. Outside of his advisory work, he is a managing partner of an art studio. James I. Black & Company provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm manages approximately $144 million in assets for about 130 clients, offering customized asset-allocation strategies and both discretionary and non-discretionary account monitoring.
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