Gerald
Black
James I. Black & Company
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About this Advisor
Gerald Black is a financial advisor based in Lakeland, Florida, working with James I. Black & Company. Gerald has previously held positions at James I. Black & Company, Itb Capital Advisors, LLC, Itb Capital Management, and Ar Fund Management, LLC. Gerald has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Gerald is part of James I. Black & Company, which operates out of Lakeland, Florida. The firm has 9 employees and manages assets totaling $131.8 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at James I. Black & Company includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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James I. Black & Company Brokerage Details
$131,822,864
9
137
$962,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gerald Black Work History
Itb Capital Advisors, LLC
Itb Capital Management
James I. Black & Company
Ar Fund Management, LLC
Disclosures
Please visit the SEC profile of Gerald Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at James I. Black & Company
Lakeland, FL
Lakeland, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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