Leah Ranae Oliver

Advisor at Edward Jones — Bastrop, TX Hwy 71 West

Updated today

Credentials

CFP®, Series 66

Experience

15 years

Location

Bastrop, TX 78602

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,149 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Leah Oliver is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and operates out of Bastrop, TX. Outside of her advisory role, she is involved in aircraft ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Bastrop, TX Hwy 71 West

815 Hwy 71 West Suite C

Bastrop TX 78602

Advisors at this office

1

Most active in

Texas

Work history

15 years of industry experience

Edward Jones

2011 - Present • 15 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Barbara D

Series 63, Series 65

McDade, TX

WESTPARK WEALTH Advisors, Inc.

Barbara Derusha is a financial advisor at Westpark Wealth Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Westpark Wealth Advisors since 2018, in addition to roles at Calton & Associates, Inc. and Pension Planners of Central Texas. Outside of her advisory roles, she is a partner in Compass Retirement Planning. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a range of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Options & derivatives strategies
user avatar

Diane B

Series 63, Series 66

Bastrop, TX

Hilltop Securities inc.

Diane Binford is a financial advisor at Hilltop Securities Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Hilltop Securities since 2018, with prior experience at Southwest Securities Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party investment strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options, tax-aware and impact overlay services, and specialized municipal bond strategies.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
user avatar

Aaron B

Series 65, Series 66

Bastrop, TX

Altitude Capital Management LLC

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Annuities General estate planning guidance
user avatar

Matthew K

Series 66

Bastrop, TX

Wealth Enhancement Advisory Services, LLC

Matthew Kolesky is a financial advisor at Wealth Enhancement Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Arbor Capital Management, Inc. for 22 years and Charles Schwab for three years. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Michael H

Series 63, Series 65

Bastrop, TX

LPL Financial

Michael Hosford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include Royal Alliance, National Planning Corporation, and American General Securities Incorporated. Outside of his advisory role, he owns an equipment leasing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Joe A

Series 66

West Bastrop, TX

LPL Financial

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing, BBVA Compass Insurance Agency, and Morgan Stanley. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)