# Jason Barbera

> Jason Barbera is a fee-only financial advisor at Heritage Wealth Advisors in Durham, North Carolina, who holds the CFA credential. Jason focuses on family wealth transfer and tax planning. Heritage Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-barbera/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Wealth Advisors
- **Based in:** Durham, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $5,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.86B across 1,616 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Tax planning
- **Works with:** Multi-generational families, Founders, Executives, Ultra high net worth
- **CRD:** 7590543 (https://adviserinfo.sec.gov/individual/summary/7590543)
- **SEC registration:** Investment adviser representative in NC
- **Firm size:** 36 employees
- **Disclosures:** None reported
- **Website:** http://www.heritagewealth.net

## Frequently asked questions

### Is Jason Barbera a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Heritage Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Heritage Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Jason charge?

According to Heritage Wealth Advisors's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.

### Where is Jason Barbera based?

Jason Barbera is based in Durham, North Carolina.

### What does Jason specialize in?

Jason's specialties include family wealth transfer and tax planning. Jason works with multi-generational families, founders, executives and ultra high net worth.

### What credentials does Jason Barbera hold?

Jason Barbera holds the CFA credential.

### Is Jason Barbera registered with the SEC?

Yes. Jason Barbera is registered as an investment adviser representative in NC (CRD 7590543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Wealth Advisors manage?

Heritage Wealth Advisors reports $4.86B across 1,616 accounts in assets under management.

### How do I contact Jason Barbera?

Through Jason's website, www.heritagewealth.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7590543): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.heritagewealth.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.