DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

James Barker Gerson

Sum Zero Wealthno RAUMSt. Petersburg, FlIA-onlyIAPD 5372203

Certified Financial Planner

Feed of 09/14/2026

Also filed as James Gerson

At current firm

0 y

since Aug 7, 2026

In the industry

18 y

since Oct 16, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sum Zero Wealth no RAUM current
since Aug 7, 2026 · St. Petersburg, Fl
Strategic Advisers LLC national BD
Mar 31, 2025 to Aug 3, 2026 · St Petersburg, Fl
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Mar 31, 2025 · Boston, Ma
Strategic Advisers LLC national BD
Feb 26, 2013 to Jul 13, 2018 · New York, Ny
Wells Fargo Advisors wirehouse
Apr 27, 2009 to Mar 3, 2011 · New York, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 2, 2007 to Dec 22, 2008 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Sum Zero Wealth
left Aug 3, 2026, registered Aug 7, 2026 (4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to Strategic Advisers LLC
left Mar 3, 2011, registered Feb 26, 2013 (726 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Dec 22, 2008, registered Apr 27, 2009 (126 days) · Wirehouse to wirehouse

Signals

James Barker Gerson left Strategic Advisers Llc for Sum Zero Wealth (registered 2026-08-07)
Aug 3, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: No RAUM reportedderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address