JAMES I. BLACK & COMPANY
SEC RegisteredSound Investment Advice From People You Can Trust
About the firm
James I. Black & Company Investments is an investment firm located in Lakeland, FL, with over 155 years of combined experience. The firm offers investment and financial planning services and is a member of FINRA, NSCC, and SIPC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers stocks, bonds, mutual funds, futures and commodities, IRAs, financial planning, and retirement planning, with personalized service, competitive fees, and accessible brokers.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 88 | $30M |
| High Net Worth Individuals | 42 | $114M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JAMES I. BLACK & COMPANY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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