Gerald Black has been President and Director of James I. Black & Company since November 2006, is a control person of the firm and directly owns between 25% and 50% of it. Gerald Black holds a Finance degree from the University of Florida.
James I. Black & Company is a Lakeland, FL firm with $144M under management, 130 clients and 2 advisers in one office, as of its February 2026 filing.
Gerald L. Black is President and CEO of James I. Black & Company, based in Lakeland, Florida. He joined the family firm in 1975 and has served as President since 2004. He has over 25 years of experience assisting people of all ages to reach their financial goals.
Gerald Black’s longest registration is the current one, 6 years at James I. Black & Company since 2020. Before joining James I. Black & Company in 2020, Gerald Black was registered through Itb Capital Advisors, LLC.
- Itb Capital Advisors, LLC– · 5 yearsLakeland, FL · Adviser representative · Firm CRD 172408
Investment adviser representative registrations
Gerald Black is registered as an investment adviser representative in Florida, since July 2020.
- FloridaSince 27 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 August 2014 |
| Series 24 | General Securities Principal Examination | 24 September 1996 |
| Series 5 | Interest Rate Options Examination | 12 December 1981 |
| Series 7 | General Securities Representative Examination | 16 August 1975 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Interest Rate Options Examination
- Name
- General Securities Representative Examination
- Full name
- Gerald Leroy Black
- CRD
- 811414
- Firm
- James I. Black & Company · CRD 1249
- Role
- President and Director
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1975
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- jamesiblack.com
Where does Gerald Black work?
Gerald Black has been President and Director of James I. Black & Company since November 2006, and is a control person of the firm.
Is Gerald Black a financial advisor?
Yes. Gerald Black has a current investment-adviser registration in Florida, through James I. Black & Company since July 2020.
How many years of experience does Gerald Black have?
Gerald Black has 51 years in the financial industry, since August 1975, across 2 adviser firms.
What exams has Gerald Black passed?
Gerald Black has passed 4 licensing exams: the Series 7, Series 5, Series 24 and Series 66. The earliest, the Series 7, was passed in August 1975. FINRA credited Gerald Black with the SIE, which began in October 2018.
Where did Gerald Black work before James I. Black & Company?
Before James I. Black & Company, Gerald Black was registered through Itb Capital Advisors, LLC, October 2014 to May 2020.
Is Gerald Black registered with FINRA?
Yes. Gerald Black has a current broker registration, under CRD 811414.
Source: FINRA BrokerCheck
How can I verify Gerald Black’s record?
Search CRD 811414 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gerald Black’s full registration record.
- Natasha SteadmanChief Compliance Officer
- James Issac III BlackOwner
- Katharine Ann BlackOwner
- Jennifer Leigh BlackOwner
- Stephanie Marie BlackOwner
- Rebecca B CharlesOwner
- Jeffrey Miller DeanDirector
- Doris Black LyonsTreasurer