Our Team
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863-686-4163
FINANCIAL PROFESSIONALS IN LAKELAND, FL
James I. Black & Company
offers a staff with over 155 plus years combined experience.
Licensed Registered Representatives:
Gerald "Gerry" L. Black - President and CEO
863-660-5766
863-660-5766
bio
Gerald L. "Gerry Black is the son of founder James I. Black, Jr. and joined the family firm in 1975. He is currently the President of James I. Black & Co., and has served in that capacity since 2004. With a finance degree from the University of Florida, Gerry has over 25 years of experience in assisting people of all ages to reach their financial goals.
Born and raised in Lakeland, Gerry is an involved and active community member and maintains participation in multiple civic organizations. He is a past member of Lakeland South Rotary Club and has served on the Board of Directors for both the Lakeland Family YMCA and the Boys and Girls Club of Lakeland. Further, he is a former Commodore of Lakeland Yacht and Country Club and the founder of the Tigertown Pig Festival charity event. Outside of Lakeland Gerry has been involved with the Safari Club International Conservation Fund and the Board of Trustees for the Alpha Tau Omega chapter at the University of Florida.
Gerry has been married to his wife, Cheryl, since 1978 and they have two children, G.L. and Cassie.
Born and raised in Lakeland, Gerry is an involved and active community member and maintains participation in multiple civic organizations. He is a past member of Lakeland South Rotary Club and has served on the Board of Directors for both the Lakeland Family YMCA and the Boys and Girls Club of Lakeland. Further, he is a former Commodore of Lakeland Yacht and Country Club and the founder of the Tigertown Pig Festival charity event. Outside of Lakeland Gerry has been involved with the Safari Club International Conservation Fund and the Board of Trustees for the Alpha Tau Omega chapter at the University of Florida.
Gerry has been married to his wife, Cheryl, since 1978 and they have two children, G.L. and Cassie.
bio
Gerald L. "Gerry Black is the son of founder James I. Black, Jr. and joined the family firm in 1975. He is currently the President of James I. Black & Co., and has served in that capacity since 2004. With a finance degree from the University of Florida, Gerry has over 25 years of experience in assisting people of all ages to reach their financial goals.
Born and raised in Lakeland, Gerry is an involved and active community member and maintains participation in multiple civic organizations. He is a past member of Lakeland South Rotary Club and has served on the Board of Directors for both the Lakeland Family YMCA and the Boys and Girls Club of Lakeland. Further, he is a former Commodore of Lakeland Yacht and Country Club and the founder of the Tigertown Pig Festival charity event. Outside of Lakeland Gerry has been involved with the Safari Club International Conservation Fund and the Board of Trustees for the Alpha Tau Omega chapter at the University of Florida.
Gerry has been married to his wife, Cheryl, since 1978 and they have two children, G.L. and Cassie.
Born and raised in Lakeland, Gerry is an involved and active community member and maintains participation in multiple civic organizations. He is a past member of Lakeland South Rotary Club and has served on the Board of Directors for both the Lakeland Family YMCA and the Boys and Girls Club of Lakeland. Further, he is a former Commodore of Lakeland Yacht and Country Club and the founder of the Tigertown Pig Festival charity event. Outside of Lakeland Gerry has been involved with the Safari Club International Conservation Fund and the Board of Trustees for the Alpha Tau Omega chapter at the University of Florida.
Gerry has been married to his wife, Cheryl, since 1978 and they have two children, G.L. and Cassie.
Nancy Almonte - Operations Department
J. Morgan Christian -CFP®, Vice President & Account Executive
bio
J. Morgan Christian joined James I. Black & Company in 1988 as an account executive. Morgan has been NASD Series 7 securities licensed since 1982, is life and variable insurance licensed by the state of Florida since 1982, and has held in good standing the Certified Financial Planner designation (CFP®) since bestowed in 1986. In addition, he is a 1976 graduate of the Florida School of Banking at the University of Florida sponsored by Florida Bankers Association. Prior to entering his present career as a financial advisor in 1982, Morgan spent some 20 years or more in senior bank management. Altogether his financial background covers over 40 years of experience.
Although born in Louisville, Kentucky in 1945, Morgan grew up in St. Petersburg, Florida where his family moved in 1947. He moved to Lakeland in 1977 and has been active in civic and community organizations throughout his professional career. Morgan is a past member of the Lakeland Sertoma Club, has served on the Board of Directors of the Lakeland Family YMCA and has served on the Budget Committed of the United Way of Lakeland. In addition, Morgan has been a director of
bio
J. Morgan Christian joined James I. Black & Company in 1988 as an account executive. Morgan has been NASD Series 7 securities licensed since 1982, is life and variable insurance licensed by the state of Florida since 1982, and has held in good standing the Certified Financial Planner designation (CFP®) since bestowed in 1986. In addition, he is a 1976 graduate of the Florida School of Banking at the University of Florida sponsored by Florida Bankers Association. Prior to entering his present career as a financial advisor in 1982, Morgan spent some 20 years or more in senior bank management. Altogether his financial background covers over 40 years of experience.
Although born in Louisville, Kentucky in 1945, Morgan grew up in St. Petersburg, Florida where his family moved in 1947. He moved to Lakeland in 1977 and has been active in civic and community organizations throughout his professional career. Morgan is a past member of the Lakeland Sertoma Club, has served on the Board of Directors of the Lakeland Family YMCA and has served on the Budget Committed of the United Way of Lakeland. In addition, Morgan has been a director of
Dollie Grigg - Operations Department
Natasha Steadman - CSO, Financial Principal
Nancy Christian - Account Executive
Jeff Dean - Account Executive
Matthew Lyons - Account Executive
Jeffrey Dean Jr. - Account Executive
Sharon Eady - Sales Assistant
Privacy Notice
JAMES I BLACK & CO PRIVACY NOTICE
A unique understanding of your financial needs
At James I Black & Co (JIB), we believe our ability to offer sound investment recommendations and advice depends on our ability to know and understand your needs. Your investment representative plays a key role in developing that understanding. However, as a firm, we also use technology to manage, maintain and report timely and accurate information about your investments.
Confidentiality is the key in any strong financial relationship. We are very serious about our responsibility to protect your privacy by keeping information secure and confidential. We're providing this notice in accordance with the law requiring that we inform all clients of our processes for collecting, using, disclosing and protecting information. For Your Protection, it is important that you know that James I Black & Co does not sell any information about our customers to anyone. We take steps to protect the personal information we collect and maintain. At our home office, access to personal information is granted to individuals only to provide investments and services to clients or to serve another legitimate business need. Information is protected by physical, electronic and procedural measures. Security measures are continually monitored and upgraded.
The Financial Industry Regulatory Authorities (FINRA) Public Disclosure Program Hotline # is 800-289-9999; their website is Finra.org. A copy of their investor brochure is available at our office of the Finra website.
Information Collection
To better understand your financial needs and make you aware of new investments and services that could help you reach your goals, we collect personal information from a variety of sources. This information falls into three categories:
Information we receive from you via applications, surveys or other forms. This information could include, but is not limited to, your name, address, Social Security number, and income.
Information about your transactions and account experience with James I Black & Co or our affiliates. This information may include your account balance, account activity, and usage of various services.
Information about your transactions and account experience with nonaffiliated third parties, such as providers of mutual funds, annuities, and other investments and services offered through James I Black & Co.
Guidelines for Information Disclosure
We do not disclose any personal information about our customers or former customers to anyone, except as required or permitted by law. We are occasionally required to provide information to regulatory agencies or to third parties in response to court orders.
In addition, it is often necessary to share customer information with other companies, including our affiliates, that assist us with a variety of business activities, including account administration, customer service, transaction processing, processing and delivery of account statements, research and analysis, and delivery of investments and services. For example, we may disclose certain information to a mutual fund company, proxy company or transfer agent to complete a transaction you initiated.
How to Limit the Sharing and Use of Information About You
If you choose to do so, JIB will not share personal information about you with an outside company for proxy and shareholder reporting purposes. You may exercise this choice by calling us at 1-800-682-4163
If you exercise your privacy choice, JIB will continue to share information among our affiliates that identifies you (such as your name and Social Security number), as well as information about your transactions and experiences with us. In addition, JIB affiliates may continue to use information about you to perform services on our behalf, to respond to communications from you, as you authorize or request, or, if you are their customer, to offer you products or services. We may also continue to share information about you with outside companies as permitted or required by law.
Company Mailing Choice
Unless we receive your objection, JIB may be required under the provisions of Rule 14b-1 of the U.S. Securities and Exchange Act of 1934 to release your name, address and number of shares to the issuers of securities you hold. If you object, you will not receive any corporate communications mailed out by the issuer other than regulatory mailings required to be sent out to all holders, which you will receive from us. If you wish to exercise this preference, please contact us at 863-686-4163
An Ongoing Commitment
Clients will receive our privacy notice on an annual basis. In addition, it is available on our Web site, www.JamesIBlack.com. You also may visit our Web site to view a privacy statement related specifically to online media. We hope this information is useful to you. Confidentiality is key to a strong relationship between you and your investment representative, and we are committed to protecting your privacy. If you need clarification regarding this policy, please contact James I Black & Co at 1-800-682-4163
A unique understanding of your financial needs
At James I Black & Co (JIB), we believe our ability to offer sound investment recommendations and advice depends on our ability to know and understand your needs. Your investment representative plays a key role in developing that understanding. However, as a firm, we also use technology to manage, maintain and report timely and accurate information about your investments.
Confidentiality is the key in any strong financial relationship. We are very serious about our responsibility to protect your privacy by keeping information secure and confidential. We're providing this notice in accordance with the law requiring that we inform all clients of our processes for collecting, using, disclosing and protecting information. For Your Protection, it is important that you know that James I Black & Co does not sell any information about our customers to anyone. We take steps to protect the personal information we collect and maintain. At our home office, access to personal information is granted to individuals only to provide investments and services to clients or to serve another legitimate business need. Information is protected by physical, electronic and procedural measures. Security measures are continually monitored and upgraded.
The Financial Industry Regulatory Authorities (FINRA) Public Disclosure Program Hotline # is 800-289-9999; their website is Finra.org. A copy of their investor brochure is available at our office of the Finra website.
Information Collection
To better understand your financial needs and make you aware of new investments and services that could help you reach your goals, we collect personal information from a variety of sources. This information falls into three categories:
Information we receive from you via applications, surveys or other forms. This information could include, but is not limited to, your name, address, Social Security number, and income.
Information about your transactions and account experience with James I Black & Co or our affiliates. This information may include your account balance, account activity, and usage of various services.
Information about your transactions and account experience with nonaffiliated third parties, such as providers of mutual funds, annuities, and other investments and services offered through James I Black & Co.
Guidelines for Information Disclosure
We do not disclose any personal information about our customers or former customers to anyone, except as required or permitted by law. We are occasionally required to provide information to regulatory agencies or to third parties in response to court orders.
In addition, it is often necessary to share customer information with other companies, including our affiliates, that assist us with a variety of business activities, including account administration, customer service, transaction processing, processing and delivery of account statements, research and analysis, and delivery of investments and services. For example, we may disclose certain information to a mutual fund company, proxy company or transfer agent to complete a transaction you initiated.
How to Limit the Sharing and Use of Information About You
If you choose to do so, JIB will not share personal information about you with an outside company for proxy and shareholder reporting purposes. You may exercise this choice by calling us at 1-800-682-4163
If you exercise your privacy choice, JIB will continue to share information among our affiliates that identifies you (such as your name and Social Security number), as well as information about your transactions and experiences with us. In addition, JIB affiliates may continue to use information about you to perform services on our behalf, to respond to communications from you, as you authorize or request, or, if you are their customer, to offer you products or services. We may also continue to share information about you with outside companies as permitted or required by law.
Company Mailing Choice
Unless we receive your objection, JIB may be required under the provisions of Rule 14b-1 of the U.S. Securities and Exchange Act of 1934 to release your name, address and number of shares to the issuers of securities you hold. If you object, you will not receive any corporate communications mailed out by the issuer other than regulatory mailings required to be sent out to all holders, which you will receive from us. If you wish to exercise this preference, please contact us at 863-686-4163
An Ongoing Commitment
Clients will receive our privacy notice on an annual basis. In addition, it is available on our Web site, www.JamesIBlack.com. You also may visit our Web site to view a privacy statement related specifically to online media. We hope this information is useful to you. Confidentiality is key to a strong relationship between you and your investment representative, and we are committed to protecting your privacy. If you need clarification regarding this policy, please contact James I Black & Co at 1-800-682-4163
Business Continuity
Business Continuity
James I Black & Co. Business Continuity and Contingency Planning
Securities industry regulations require that brokerage firms inform their clients of their plans to address the possibility of a business disruption that potentially results from power outages, natural disasters, or other events. James I. Black & Co has a comprehensive business continuity program in place that is reasonable designed to allow the firm to continue serving clients and provide them with access to their funds and securities in the event that our facilities are damaged or otherwise inaccessible.
Some examples:
While no contingency plan can eliminate all risk of service interruption or temporarily impeded account access, we continually assess and update our plans to mitigate all reasonable risk.
This disclosure is subject to modification.
James I Black & Co. Business Continuity and Contingency Planning
Securities industry regulations require that brokerage firms inform their clients of their plans to address the possibility of a business disruption that potentially results from power outages, natural disasters, or other events. James I. Black & Co has a comprehensive business continuity program in place that is reasonable designed to allow the firm to continue serving clients and provide them with access to their funds and securities in the event that our facilities are damaged or otherwise inaccessible.
Some examples:
- Associates working from another location in the same general locale.
- We have access to another data center out-of-state
- In the event of damage to the building we would move technological support to the unaffected site with a short term interruptions in service. The firm’s response is dependent upon whether its utilities and the industry exchanges have been affected.
- We have access to another data center out-of-state
- We would update the website with additional contact phone numbers in event phone interruption.
While no contingency plan can eliminate all risk of service interruption or temporarily impeded account access, we continually assess and update our plans to mitigate all reasonable risk.
This disclosure is subject to modification.
Compliance
SIPC - Securities Investor Protection Corporation
Customer securities
Customer securities—such as stocks and bonds that are fully paid for or excess margin securities—are segregated from broker-dealer securities in compliance with the SEC's Customer Protection Rule. This is a legal requirement for all broker-dealers. In the unlikely event of insolvency of a broker-dealer, these segregated assets are not available to general creditors and are protected against creditors’ claims. There are reporting and auditing requirements in place by government regulators to help ensure all broker-dealers comply with this rule.
SIPC® account protection
Protection for securities and cash by the Securities Investor Protection Corporation (SIPC): Accounts of James I Black & Co. are insured by SIPC for securities and cash in the event of broker-dealer failure.
SIPC provides up to $500,000 of protection for brokerage accounts held in each separate capacity (e.g., joint tenant or sole owner), with a limit of $250,000 for claims of uninvested cash balances.
More information about SIPC coverage is available at www.sipc.org.
Customer securities
Customer securities—such as stocks and bonds that are fully paid for or excess margin securities—are segregated from broker-dealer securities in compliance with the SEC's Customer Protection Rule. This is a legal requirement for all broker-dealers. In the unlikely event of insolvency of a broker-dealer, these segregated assets are not available to general creditors and are protected against creditors’ claims. There are reporting and auditing requirements in place by government regulators to help ensure all broker-dealers comply with this rule.
SIPC® account protection
Protection for securities and cash by the Securities Investor Protection Corporation (SIPC): Accounts of James I Black & Co. are insured by SIPC for securities and cash in the event of broker-dealer failure.
SIPC provides up to $500,000 of protection for brokerage accounts held in each separate capacity (e.g., joint tenant or sole owner), with a limit of $250,000 for claims of uninvested cash balances.
More information about SIPC coverage is available at www.sipc.org.
Contact Details
Address: 311 S Florida Ave, Lakeland, FL 33801
Email: info@jamesiblack.com
Phone: 863-686-4163
Fax: 863-688-8908
Email: info@jamesiblack.com
Phone: 863-686-4163
Fax: 863-688-8908
Opening Hours
| Mon-Fri | 8:30 AM - 4:00 PM |
| Sat-Sun | Closed |
| Extended Hours Available By Appointment | |
Extended Hours Available By Appointment
Browse Our Site
Contact Details
Address: 311 S Florida Ave, Lakeland, FL 33801
Email: info@jamesiblack.com
Phone: 863-686-4163
Fax: 863-688-8908
Email: info@jamesiblack.com
Phone: 863-686-4163
Fax: 863-688-8908
Opening Hours
| Mon-Fri | 8:30 AM - 4:00 PM |
| Sat-Sun | Closed |
| Extended Hours Available By Appointment | |
Extended Hours Available By Appointment
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