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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.

Charitable giving tax strategies General estate planning guidance General tax planning
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Gerald B

Series 66

Lakeland, FL

James I. Black & Company

Gerald Black is a Series 66-licensed financial advisor with James I. Black & Company in Lakeland, FL, serving in the industry for 51 years. His prior experience includes roles at AR Fund Management, LLC, ITB Capital Management, and ITB Capital Advisors, LLC. Outside of his advisory work, he is a managing partner of an art studio, CASS, LLC. 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 combines individualized asset-allocation recommendations with a range of investment options and generally manages client accounts on a non-discretionary basis.

Charitable giving tax strategies General estate planning guidance General tax planning
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