Stephanie Marie Black is not listed as a control person, but directly owns between 5% and 10% of James I. Black & Company.
James I. Black & Company is an investment adviser based in Lakeland, FL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $144 million, as filed on 6 February 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6395469
- Firm
- James I. Black & Company · CRD 1249
- Role
- Owner
- In role since
- August 2014 · 12 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Lakeland, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Marie Black work?
Stephanie Marie Black has been Owner of James I. Black & Company since August 2014.
How can I verify Stephanie Marie Black’s record?
Stephanie Marie Black’s role is listed on James I. Black & Company’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 1249.
- Gerald BlackPresident and Director
- Natasha SteadmanChief Compliance Officer
- James Issac III BlackOwner
- Katharine Ann BlackOwner
- Jennifer Leigh BlackOwner
- Rebecca B CharlesOwner
- Jeffrey Miller DeanDirector
- Doris Black LyonsTreasurer