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Gerald Leroy Black

JAMES I. BLACK & COMPANY·LAKELAND, Florida
SIE, Series 5, Series 7, Series 24, Series 66Clean record11 years registeredJAMES I. BLACK & COMPANY
311 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801CRD# 811414Firm CRD# 1249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Leroy Black · LAKELAND, FL
Registration
CRD #811414 · JAMES I. BLACK & COMPANY · 11 years registered
Brand Profile
Not yet started
01

Career History

JAMES I. BLACK & COMPANY
Jul 2020 – present
ITB CAPITAL ADVISORS, LLC
Oct 2014 – May 2020
LAKELAND, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 5
Series 7
Series 24
Series 66
Registration record
First registered · October 13, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JAMES I. BLACK & COMPANY
CRD 1249 · SEC 801-118955
AUM
$132M
Regulatory assets under management
Employees
9
137 client accounts
Services offered by JAMES I. BLACK & COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JAMES I. BLACK & COMPANY →
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05

Frequently Asked Questions

What services does Gerald Leroy Black offer?
Gerald Leroy Black specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.
What are Gerald Leroy Black's credentials?
Gerald Leroy Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Leroy Black located?
Gerald Leroy Black is based in LAKELAND, Florida, working with JAMES I. BLACK & COMPANY. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Gerald Leroy Black charge for services?
Gerald Leroy Black's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES I. BLACK & COMPANY?
JAMES I. BLACK & COMPANY has approximately 9 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Natasha Lynn Steadman
LAKELAND, FL

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