# James I. Black & Company
Source: https://planprovider.pro/provider/james-i-black-and-company

> Founded in 1964, James I. Black & Company is an independent advisory firm headquartered in Lakeland in Central Florida between Tampa and Orlando. The fir…

Retirement Plan Advisor

Lakeland, FL

## About James I. Black & Company

<p>Founded in 1964, James I. Black &amp; Company is an independent advisory firm headquartered in Lakeland in Central Florida between Tampa and Orlando. The firm reports $0.1B in AUM (2026) and works with clients on retirement planning and investment decisions.</p>

<p>In addition to general planning and brokerage support, the firm offers 3(21) fiduciary services for retirement plans. Its team draws on more than 155 years of combined experience across public markets and retirement accounts.</p>

<p>James I. Black &amp; Company handles stock market investing across stocks, bonds, mutual funds, futures, and commodities, along with IRA planning. The firm is locally owned and emphasizes privacy practices, stating it does not sell customer information to outside parties and keeps client confidentiality central to its day-to-day work.</p>

<ul>
<li>3(21) fiduciary support for retirement plans</li>
<li>Retirement planning and IRA guidance</li>
<li>Investment advice on stocks, bonds, and mutual funds</li>
<li>Futures and commodities investing</li>
<li>Member of NASD, NSCC, and SIPC</li>
</ul>

Website: [https://www.jamesiblack.com/](https://www.jamesiblack.com/)

Founded: 1964

## Office Locations

- Lakeland, FL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $142.6M

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