Gerald
Black

James I. Black & Company

CRD#811414
Investment Advisor
in Lakeland, FL

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

311 South Florida Avenue
Lakeland, FL 33801

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James I. Black & Company Brokerage Details

Total Assets Under Management

$131,822,864

FL Average: $1,855,561,029
Total Number of Employees

9

FL Average: 62
Total Number of Accounts

137

FL Average: 2,474
Average Account Size

$962,211

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Gerald Black Work History

2005 - Present (19 years)

Itb Capital Advisors, LLC

2005 - Present (19 years)

Itb Capital Management

1975 - Present (49 years)

James I. Black & Company

2012 - 2020 (8 years)

Ar Fund Management, LLC

Created with Highcharts 6.0.7

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

John Christian
Lakeland, FL
Gerald Black
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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