JAMES I. BLACK & COMPANY

LAKELAND, Florida·5 registered advisors·CRD# 1249
SEC# 801-1189550863-686-4163
01

Firm Overview

AUM
$132M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JAMES I. BLACK & COMPANY

5 registered advisors
Gerald Leroy Black
LAKELAND, Florida
Jennifer Leigh Black
LAKELAND, Florida
Katharine Ann Black
LAKELAND, Florida
Natasha Lynn Steadman
LAKELAND, Florida
Stephanie Marie Black
LAKELAND, Florida
05

Office Locations

LAKELAND, Florida
5 advisors

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Data sourced from SEC Form ADV filings. JAMES I. BLACK & COMPANY (CRD# 1249) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.