firm profile
James I. Black & Company
Overview
James I. Black & Company is a Broker Dealer and registered investment adviser based in Lakeland, FL, registered since 1964. It reports $144M in assets under management across 130 accounts, with 10 employees. Its 8 registered representatives work across 1 branch offices in 1 state.
- Reported AUM
- $144M
- Accounts
- 130
- Average account
- $1.1M
- Employees
- 10
- Registered reps
- 8
- Branch offices
- 1
- Registered since
- 1964
- Jurisdictions
- 4
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
- Products and services
Executive officers 3 of 9
- Gerald Leroy Black President, Director CRD 811414
- James Issac Black III Owner
- Jennifer Leigh Black Owner CRD 6400578
6 more executive officers, with direct contact details
Registered reps 3 of 8
- Gerald Leroy Black Registered Rep · Investment Adviser Rep CRD 811414
- John Morgan Christian Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1080117
- Nancy Angier Christian Registered Rep CRD 702733
5 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 311 S Florida Ave
Lakeland, FL 33801 - County
- Polk
- Metro area
- Lakeland-Winter Haven, FL
- Region
- South
- Branch offices
- 1 in 1 state
Registrations
- SEC registered, corporation formed in Florida
- Registered in 4 jurisdictions
- Website: jamesiblack.com
Every state, with registration dates
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