James I. Black & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
James I. Black & Company provides wealth management, portfolio management, and financial planning to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm reports approximately $144 million in assets under advisement across about 130 clients and delivers portfolio management alongside broad-based financial planning services.
The firm’s advisory process begins with an interview to identify goals and risk tolerance, followed by individualized asset-allocation recommendations that may be implemented via customized portfolios, model portfolios, or predetermined strategies; holdings typically include equities, ETFs, mutual funds, corporate and municipal securities, and U.S. government securities. Although JIBC offers both discretionary and non-discretionary services in its forms, its brochure reports that client assets under management are primarily non-discretionary and accounts are monitored and rebalanced on an ongoing basis.
JIBC’s brochure discloses several uncommon features for a firm of its size: it is a registered broker-dealer and SEC/FINRA-registered adviser, is CFTC/NFA-registered as an introducing broker, and is affiliated with a CPO and CTA (ITB Capital Management and ITB Capital Advisors) that sponsor privately offered commodity pools (ITB Premium Fund I and II). The firm also holds or maintains certain client private securities and clears non-public securities (and may directly debit fees), uses third-party custodians such as Interactive Brokers, StoneX, and Marex for most accounts, and notes these regulatory registrations and related-party activities while reporting no material disciplinary events in Item 9 of its brochure.
Client services
Expertise
Fee options
Fixed financial planning fees range from $2,500 to $5,000, potentially higher with client notification
$0 - $1,000,000: 1.00% per year $1,000,001 - $2,000,000: 0.75% per year $2,000,001 - $5,000,000: 0.50% per year $5,000,001+: 0.40% per year
Brokerage commissions on securities sales if client elects to purchase securities through firm's broker-dealer
Hourly financial planning consulting fees range from $300 to $500 per hour
Account minimum: $50,000 (minimum to open and maintain an advisory account; may be waived at firm discretion) Fee-only: Financial planning fixed fees $2,500 to $5,000 (may exceed $5,000 with notice); hourly fees $300 to $500 per hour, minimum 5 hours
Main office
311 South Florida Avenue
Lakeland FL 33801
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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 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.
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