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Jeffrey Miller Dean

James I. Black & Co.

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About Jeffrey Miller Dean

Jeffrey Miller Dean is a registered representative with James I. Black & Co. Jeffrey is a seasoned professional with over 10 years of experience in the financial services industry. Jeffrey holds the Series 3, Series 7 and SIE licenses. Jeffrey is a registered representative with the firm's Lakeland, FL office.

Firm Information

Jeffrey Dean is currently registered with James I. Black & Co.. James I. Black & Co. is a Florida-based corporation that has been in operation since 1964. They offer financial planning and portfolio management services to individuals, including high-net-worth individuals, and have over 130 clients. The firm is registered with the SEC and in four states, and is currently operating under an approved status.
James I. Black & Co.

311 SOUTH FLORIDA AVENUE

LAKELAND, FL 33801

$142.58M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiable

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Jeffrey Dean’s Registration & Firm History

FL

07/25/2012 - Present

James I. Black & Co. (LAKELAND FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/26/2011

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Miller Dean.
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