Joseph Barrios has been an investment adviser representative at Heritage Financial Counselors since April 2026, and is not listed among the firm’s executive officers or direct owners. Joseph Barrios holds a BS in Finance from the University at Buffalo.
Heritage Financial Counselors, LLC is a Bedminster, NJ firm with $236M under management, 143 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Joe Barrios is Wealth Manager and Director of Business Development of Heritage Financial Counselors, based in Bedminster, NJ. He began his career working with ultra-high-net-worth families, foundations and endowments on portfolio strategy, trust and estate administration and financial planning. He later joined a private multi-family office specializing in real estate and infrastructure investments, and at Heritage leads business development efforts.
- – present · under a yearAdviser representative · Firm CRD 288232
Investment adviser representative registrations
Joseph Barrios is registered as an investment adviser representative in 2 states. Each was approved in April 2026.
- New JerseySince 10 April 2026
- New YorkSince 2 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Edward Barrios
- CRD
- 8240125
- Firm
- Heritage Financial Counselors · CRD 288232
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heritagefinancialcounselors.com
Where does Joseph Barrios work?
Joseph Barrios is an investment adviser representative registered through Heritage Financial Counselors, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Barrios a financial advisor?
Yes. Joseph Barrios has a current investment-adviser registration in New Jersey and New York, through Heritage Financial Counselors since April 2026.
How many years of experience does Joseph Barrios have?
Joseph Barrios has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Joseph Barrios passed?
Joseph Barrios passed the Series 65 in March 2026.
Is Joseph Barrios registered with FINRA?
No. Joseph Barrios has no current broker registration.
How can I verify Joseph Barrios’ record?
Search CRD 8240125 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Barrios’ full registration record.
