James B. Gerson

ST. PETERSBURG, FL 33713

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CRD#: 5372203

Professional summary

James Barker Gerson, CFP®, who also goes by James B Gerson, James Gerson, Jamie Gerson, was a registered financial advisor .

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. James had worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Biography

Positive. Sincere. Diligent. These words describe the qualities I aim for in every interaction with my clients. Financial plans are not one size fits all: we all have unique experiences, values and goals. By actively listening and asking the right questions I hope to gain an understanding of my clients and their aspirations for the future. From there, we work collaboratively to build a financial plan with clear and measurable objectives and the flexibility to make necessary changes over time.

Aliases

James B Gerson | James Gerson | Jamie Gerson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) JAMES BARKER GERSON; INVESTMENT RELATED; 2600 1ST AVE. N, ST. PETERSBURG, FL 33713; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 05/2022; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2) JAMES BARKER GERSON; NON-INVESTMENT RELATED; 2600 1ST AVE. N, ST. PETERSBURG, FL 33713; TAX PREPARATION SERVICES; TAX PREPARER; 06/2026; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; TAX PREPARER.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Education

Bowdoin College

Bachelor of Arts (BA) - Government and Legal Studies, Asian Studies

2007

Experience

Current

August 7, 2026 - Present

Office #1: 2600 1st Avenue North, St. Petersburg, FL 33713

ST. PETERSBURG, FL

Past

March 31, 2025 - August 3, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ST PETERSBURG, FL

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

TOWSON, MD

Past

February 26, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

NEW YORK, NY

Past

March 16, 2011 - August 3, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

NEW YORK, NY

Past

April 27, 2009 - March 3, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEW YORK, NY

Past

February 20, 2009 - March 3, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEW YORK, NY

Past

November 2, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

September 6, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/11/2026)

IAR

Texas
(8/7/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/16/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/5/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/2/2021

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/6/2021

General Securities Sales Supervisor - Options Module Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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James B. Gerson

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Education

Bowdoin College

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/5/2007

Series 10

Date: 8/2/2021

Series 9

Date: 7/6/2021

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

Contact information

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