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Gerald Leroy Black

James I. Black & Co.

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About Gerald Leroy Black

Gerald Leroy Black is a registered investment advisor representative and registered principal with James I. Black & Co. in Lakeland, Florida. Gerald Black has been in the securities industry since 1975 and is active in both Broker-Dealer and Investment Advisor capacities. Gerald Black has an active Florida Investment Advisor representative registration, is also a registered principal in Florida and has passed several industry exams including the Uniform Combined State Law Examination, General Securities Principal Examination, Series 7, and the Securities Industry Essentials Examination. Gerald Black and James I. Black & Co. provide advisory services including financial planning and portfolio management. Gerald Black has a total of 138 clients with a total of $142,580,974 in assets under management, including individuals and high net worth individuals.

Firm Information

Gerald Black 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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Gerald Black’s Registration & Firm History

FL

07/27/2020 - Present

James I. Black & Co. (LAKELAND FL)

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Licenses & Designations

BOTH

Issued 08/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1981

Series 5 - Interest Rate Options Examination

BC

Issued 08/16/1975

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Leroy Black.
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