Jason R. Barbera

HERITAGE WEALTH ADVISORS

DURHAM, NC

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CRD#: 7590543

Professional summary

Jason Ryan Barbera is a registered financial advisor currently at HERITAGE WEALTH ADVISORS located in Durham, North Carolina.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Name: Towards Equilibrium, LLC. Investment-Related: Yes. Address: 8911 N. Capital of Texas Hwy., Austin, TX 78759. Nature: Financial Services. Position: Director, Asset Management. Start Date: 04/2022. Approximate Hours/Month: 160. Hours During Trading Hours: 160. Duties: Supervise Asset Management Team.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ryan Barbera's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 5, 2025 - Present

HERITAGE WEALTH ADVISORS

RIA

CRD#: 137484

DURHAM, NC

Past

July 1, 2022 - December 11, 2024

EQUILIBRIUM VENTURES, LLC

RIA

CRD#: 309164

Durham, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS | REMO FEATHERNGILL & ASSOCIATES, LLC | HERITAGE WEALTH ADVISORS, LLC

CRD#: 137484 / SEC#: 801-64803

RIA

Registered Investment Advisory firm - (10/27/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/5/2025)

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

Current Firm

HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS | REMO FEATHERNGILL & ASSOCIATES, LLC | HERITAGE WEALTH ADVISORS, LLC

CRD#: 137484 / SEC#: 801-64803

RIA

Registered Investment Advisory firm - (10/27/2005 Approved)

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Contact information

Main Address

919 East Main Street Suite 950, Richmond, VA 23219

Mailing Address

Phone number

(804) 643-4080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HERITAGE WEALTH ADVISORS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,623
AUM (Assets Under Management)	$ 4,567,546,731

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
07/29/2024	Cover Page	Report
10/27/2023	Cover Page	Report
02/22/2023	Cover Page	Report

Red Flags

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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Jason R. Barbera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ryan Barbera's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERITAGE WEALTH ADVISORS

EQUILIBRIUM VENTURES, LLC

Primary Firm SEC Registration

HERITAGE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

HERITAGE WEALTH ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HERITAGE WEALTH ADVISORS

TRUST BUT VERIFY

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