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James I. Black & Company


James I. Black & Company is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
James I. Black, Jr., President, founded James I. Black & Company in September 1964. He founded the company based on personal service and integrity, and the firm, an independent brokerage firm, has been serving investors in the great Lakeland area for 37 years. Armed with 14 years experience in the financial service business, his vision was to provide a full service financial service with an emphasis on personal service and integrity.
 
Their staff has a combined 155 years of experience. They are locally owned, allowing more personalized service and competitive fees. Their relationship with client is private and confidential. They never sell or give out their client information. They will work with accountants and attorneys in estate settlements, probates, etc.
 
As an independent firm, they have concentrated on screening the universe of mutual funds out there to identify those who have consistently produced superior performance over long periods of history with the most reasonable costs to shareholders. Their seasoned account executives can not only take the confusion out of fund selection, but will absolutely address the most important of consideration, client goals and objectives.
 
Their mission is to arm you with every bit of information you need to make an informed and comfortable mutual fund investment with realistic expectations. They are fast growing into one of the best companies with their team of managers who work hard to meet the objectives the company. They work diligently to ensure that their clientele are as satisfied as possible and provide maximum service at all time.
 
Their commitment to their family of employees, high quality of work, strong customer satisfaction, and giving back to the community, they continue to flourish in the 21st century and beyond. Treating customers fairly, delivering quality products and services, and their highly skilled workforce are the key elements to their longevity and success.

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