Jason Ryan Barbera
Investment adviser representative at Heritage Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFADesignation
$4.9BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Heritage Wealth AdvisorsDec 2024 to now
- Towards Equilibrium, LLCApr 2022 to Nov 2024
- Soje Capital LLCJul 2016 to Apr 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Heritage Wealth Advisors
Legal name: Heritage Wealth Advisors, LLC
$4.9BAssets managed
451Clients
15Advisers
20 yearsIn 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
- 7590543
- Firm CRD
- 137484