Gerald
Black
James I. Black & Company
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About this Advisor
Gerald Black is a financial advisor working out of Lakeland, Florida with 3 years of industry experience. Black is an advisor for James I. Black & Company. Their career trajectory has included roles at James I. Black & Company, Itb Capital Advisors, LLC, Itb Capital Management and Ar Fund Management, LLC. Black holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. James I. Black & Company is a registered investment company operating out of Lakeland, FL. It oversees $133 million in assets among its 141 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 141 customer accounts, 25% are held by high-net-worth investors who have greater than $1 million in assets. James I. Black & Company provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on the financial services provided. Fees billed by James I. Black & Company most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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James I. Black & Company Brokerage Details
$133,303,451
9
141
$945,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gerald Black Work History
Gerald has been registered as a financial advisor for 3 years.*
Ar Fund Management, LLC
Itb Capital Advisors, LLC
Itb Capital Management
James I. Black & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
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