James Barker Gerson
CFP®Professional Summary
James Barker Gerson, CFP®, who also goes by James B Gerson, James Gerson, Jamie Gerson, is a registered financial advisor currently at SUM ZERO WEALTH located in St. Petersburg, Florida. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. James has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
James B Gerson, James Gerson, Jamie Gerson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
Education
Bowdoin College
Government and Legal Studies, Asian Studies, Bachelor of Arts (BA)
Government and Legal Studies, Asian Studies, Bachelor of Arts (BA)
2007
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Current Firm
SUM ZERO WEALTH | SUM ZERO WEALTH, LLC
Contact Information
Main Address
2600 1st Avenue North, St. Petersburg, FL 33713Phone Number
(212) 660-4800# of Employees
2SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
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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.
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State Registrations and Notice Filings
(8/11/2026)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2021About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2021About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Barker Gerson's CRS (Customer Relationship Summary).
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