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Jason Ryan Barbera

Heritage Wealth Advisors

Durham, NC

Richmond, VA

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Current Employers
Heritage Wealth Advisors

919 East Main Street Suite 950, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-05
  • NC RA
    APPROVED
    Since 2025-03-05

Branch Locations

Durham, NC • United States

919 East Main Street Suite 950, Richmond, VA 23219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Towards Equilibrium, Llc Durham NC 04/2022 11/2024
Soje Capital Llc Durham NC 07/2016 04/2022
Heritage Wealth Advisors Durham NC 12/2024 Present
  • 04/2022 → 11/2024
    Towards Equilibrium, Llc
    Durham, NC
  • 07/2016 → 04/2022
    Soje Capital Llc
    Durham, NC
  • 12/2024 → Present
    Heritage Wealth Advisors
    Durham, NC
Previous Registrations
Designations

View on SEC IAPD

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