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James I. Black & Company

James I. Black & Company. CRD 1249

James I. Black & Company logo

CRD: 1249

James I. Black & Company

Lakeland, FL, 33801
8636864163
www.jamesiblack.com
$144.1M Total AUM
$0 Disc. AUM
2.7% 3Y CAGR
10 Employees
130 ADV. Clients
50 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers ยท Stonex
Clients
Retail
Platforms
--
Established Date
08-21-1975
Office Locations
1

Office Locations

311 South Florida Avenue Lakeland FL

About James I. Black & Company

James I. Black & Company Investments is a Lakeland, FL investment firm providing retirement, financial/estate planning and securities investing across stocks, bonds, mutual funds, IRAs and futures/commodities. It supports individuals seeking guidance for retirement and market investing with personalized service and accessible brokers. Member FINRA/NSCC/SIPC, and it states it does not sell customer information and maintains business continuity with an out-of-state data center.

Team overview

-- AVG AGE
$72.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
19 yrs AVG TENURE
10 Employees
2 Advisory Reps
2 RIA Reps
50yrs Firm Age

Insights

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Asset Classes

Wave frontier Foundation element Matrix Vertex insight

Custodian

Capital vertex Signal north

Investment Themes

Bridge

Investment Vehicles

Signal

Platform

Horizon

Services

Summit Unison bridge North summit Focus Frontier legacy Wave bridge Ember Unison Timber

Owner & Executives

G

GERALD LEROY BLACK

DIRECTOR, President

CRD
#811414
Ownership
25% but less than 50%
(985) 688-2448
atlas.frontier@horizoncapital.com
in linkedin.com/in/delta-unison
J

JENNIFER LEIGH BLACK

Owner

CRD
--
Ownership
5% but less than 10%
(898) 662-5628
radial.prime@bridgecapital.com
in linkedin.com/in/peak-ember
G

Glacier pioneer

Horizon atlas

CRD
#12973
Ownership
25.3%
(698) 335-2999
insight.prime@focuscapital.com
in linkedin.com/in/legacy-value

Showing 2 of 5 owners & executives

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Contacts

J

JOHN MORGAN CHRISTIAN

--

CRD
#1080117
(980) 296-3484
harbor.optima@bridgecapital.com
in linkedin.com/in/eagle-delta
N

NANCY ANGIER CHRISTIAN

President

CRD
#702733
(329) 969-5490
bridge.beacon@alphacapital.com
in linkedin.com/in/harbor-vital
W

Wave frontier

Summit pathway ember

CRD
#46475
(734) 550-2141
bridge.meridian@focuscapital.com
in linkedin.com/in/glacier-alpha

Showing 2 of 11 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-03-2022
02-28-2023
02-12-2024
02-07-2025
02-06-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $144,067,165 $1,108,209
Total $144,067,165 $1,108,209

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Separately Managed Accounts

Total SMA Asset: $144,067,165

$144.1M Total SMA
Equity - OTC:
100.0%
Asset class Assets Assets %
Equity - OTC $2,780,021,312 100.0%
Total $2,780,021,312 100.0%

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