James Barker Gerson
Investment adviser representative at Sum Zero Wealth
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Sum Zero WealthJun 2026 to now
- Strategic Advisers LLCMar 2025 to Jul 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2025
- Strategic Advisers LLCFeb 2013 to Jul 2018
- Fidelity Brokerage Services LLCMar 2011 to Jul 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Sum Zero Wealth
Legal name: Sum Zero Wealth, LLC
$0Assets managed
0Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5372203
- Firm CRD
- 343434