Jason Barbera
Heritage Wealth Advisors · Durham, North Carolina
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
- Ultra high net worth
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 |
| Assets under management | $4.86B across 1,616 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 7590543 |
| Firm size | 36 employees |
| Disclosures | None reported |
| Website | www.heritagewealth.net |
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Heritage Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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