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Jesse Ryan Oliva

Jesse Ryan Oliva

FARMERS ASSET MANAGEMENT
WEBSTER, TX
·CRD# 7334685·5 years registered

Professional Summary

Jesse Ryan Oliva, who also goes by Jesse R Oliva, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Webster, Texas and FARMERS FINANCIAL SOLUTIONS, LLC located in Webster, Texas. Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jesse has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jesse R Oliva

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years registered in the securities industry

Current & Past Employments

Current

FARMERS ASSET MANAGEMENT, LLCCurrent·CRD# 336230
RIA
3124 Fm 528 Rd, Webster, TX 77598
July 28, 2026 - Present
FARMERS FINANCIAL SOLUTIONS, LLCCurrent·CRD# 103863
BD
3124 Fm 528 Rd, Webster, TX 77598
January 27, 2026 - Present

Past

EDWARD JONESPast·CRD# 250
RIA
La Porte, TX
April 27, 2021 - July 29, 2025
EDWARD JONESPast·CRD# 250
BD
La Porte, TX
April 5, 2021 - July 29, 2025

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Current Firm

FA
FARMERS ASSET MANAGEMENT, LLC

FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230 / SEC#: 801-137660
California
Registered Investment Advisory firm - California (12/3/2025 Approved)
Illinois
Registered Investment Advisory firm - Illinois (7/16/2026 Approved)
New York
Registered Investment Advisory firm - New York (7/22/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (7/28/2026 Approved)

Contact Information

Main Address

30700 Russell Ranch Road 214, Westlake Village, CA 91362

Phone Number

(818) 965-0277

# of Employees

24

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAM FORM ADV PART 2A (10/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

9

AUM (Assets Under Management)

$7,652,089

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FARMERS INSURANCE POSITION: Agent NATURE: The Howard Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 01/28/2026 ADDRESS: Webster TX 77598, United States DESCRIPTION: Licensed insurance agent appointed with various carriers. UNIVERSITY OF HOUSTON POSITION: Financial Aid Administrator NATURE: Enrollment services within High education- specifically as it relates to financial aid. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2025 ADDRESS: Houston TX 77204, United States DESCRIPTION: Consult with students regarding the processes and policies related to financial aid in higher education.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(1/27/2026)
IAR
Texas
(7/28/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jesse Ryan Oliva's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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