JAMES BARKER GERSON is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2013-02-26 | 2018-07-13 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2009-04-27 | 2011-03-03 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-11-02 | 2008-12-22 | — |