A complete list of active advisors currently associated with James I. Black & Company

Warmer can help you find a great advisor at James I. Black & Company or one who fits your needs even better.

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.

To learn more about the advisors currently working at James I. Black & Company, 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.

Name	Location	Years of experience
Gerald Black	Lakeland, FL	51
John Christian	Lakeland, FL	43

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