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OA

Odette Aguila-chacon

JEFFERIES INVESTMENT ADVISERS LLC
Miami, FL 33131
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CRD#: 3061422
OA

Professional summary


Odette Aguila-chacon, who also goes by Odette Aguila, Odette Aguila, Aguila-chacon Odette, is a registered financial advisor currently at JEFFERIES INVESTMENT ADVISERS LLC located in Miami, Florida and JEFFERIES LLC located in Miami, Florida.

Odette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Odette has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Odette Aguila | Odette Aguila | Aguila-Chacon Odette

Other business activities


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.
the name of the other business; Odete Aguila-Chacon and Raul Chacon whether the business is investment-related; Yes the address of the other business; Loggerhead Cay Sanibel, Unit 162, 979 E Gulf Drive, Sanibel, FL 33957 the nature of the other business; beach condo for personal use and rental your position; owner title, or relationship with the other business; owner the start date of your relationship; 3/13/2025 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; owner "Name of the other business: OCR Group, Inc. Whether the business is investment-related: Nature of the other business: Your position/title/relationship: Other - If selected, enter details in the ""Additional Notes"" field. Start date of your relationship: 04/27/2018 Approximate number of hours/month devoted: Number of hours during securities trading hours: Briefly describe your duties: " "Name of the other business: ROKL Enterprises Inc. Whether the business is investment-related: Nature of the other business: Your position/title/relationship: Start date of your relationship: 08/26/2015 Approximate number of hours/month devoted: Number of hours during securities trading hours: Briefly describe your duties: "

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Odette Aguila-chacon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 24, 2023 - Present

JEFFERIES INVESTMENT ADVISERS LLC

Office #1: 1450 Brickell Avenue 15th Floor, Miami, FL 33131
RIA
CRD#: 325421
Miami, FL
Current

June 8, 2015 - Present

JEFFERIES LLC

Office #1: 1450 Brickell Avenue Suite 1710, Miami, FL 33131
BD
CRD#: 2347
Miami, FL
Past

June 8, 2015 - August 14, 2023

LEUCADIA ASSET MANAGEMENT LLC

RIA
CRD#: 121767
MIAMI, FL
Past

March 5, 2014 - June 24, 2015

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
MIAMI, FL
Past

March 5, 2014 - June 24, 2015

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
MIAMI, FL
Past

December 12, 2012 - March 28, 2014

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
MIAMI, FL
Past

November 30, 2012 - March 28, 2014

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
MIAMI, FL
Past

January 17, 2003 - December 20, 2012

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
MIAMI, FL
Past

January 17, 2003 - December 20, 2012

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
MIAMI, FL
Past

September 16, 1998 - January 17, 2003

PERSHING LLC

RIA
CRD#: 7560
MIAMI, FL
Past

August 12, 1998 - January 17, 2003

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JI
JEFFERIES INVESTMENT ADVISERS LLC
JEFFERIES INVESTMENT ADVISERS LLC

CRD#: 325421 / SEC#: 801-127656

RIA
Registered Investment Advisory firm - (4/20/2023 Approved)

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/28/2019)
IAR
Alabama
(9/18/2025)
RR
Alaska
(3/28/2019)
IAR
Alaska
(9/23/2025)
RR
Arizona
(3/28/2019)
IAR
Arizona
(10/8/2025)
RR
Arkansas
(3/28/2019)
IAR
Arkansas
(10/1/2025)
RR
California
(6/8/2015)
IAR
California
(5/24/2023)
RR
Colorado
(3/28/2019)
IAR
Colorado
(9/19/2025)
RR
Connecticut
(3/28/2019)
IAR
Connecticut
(5/24/2023)
RR
Delaware
(3/28/2019)
IAR
Delaware
(9/18/2025)
RR
District of Columbia
(3/28/2019)
IAR
District of Columbia
(10/27/2025)
RR
Florida
(6/8/2015)
IAR
Florida
(6/6/2023)
RR
Georgia
(3/28/2019)
IAR
Georgia
(9/19/2025)
RR
Hawaii
(3/28/2019)
IAR
Hawaii
(9/19/2025)
RR
Idaho
(3/28/2019)
IAR
Idaho
(9/18/2025)
RR
Illinois
(6/8/2015)
IAR
Illinois
(9/19/2025)
RR
Indiana
(3/28/2019)
IAR
Indiana
(9/19/2025)
RR
Iowa
(3/28/2019)
IAR
Iowa
(9/19/2025)
RR
Kansas
(3/28/2019)
IAR
Kansas
(9/18/2025)
RR
Kentucky
(3/28/2019)
IAR
Kentucky
(9/23/2025)
RR
Louisiana
(3/28/2019)
IAR
Louisiana
(9/18/2025)
RR
Maine
(3/28/2019)
IAR
Maine
(9/19/2025)
RR
Maryland
(6/8/2015)
IAR
Maryland
(9/19/2025)
RR
Massachusetts
(3/28/2019)
IAR
Massachusetts
(10/22/2025)
RR
Michigan
(3/28/2019)
IAR
Michigan
(9/22/2025)
RR
Minnesota
(3/28/2019)
IAR
Minnesota
(9/23/2025)
RR
Mississippi
(3/28/2019)
IAR
Mississippi
(9/18/2025)
RR
Missouri
(3/28/2019)
IAR
Missouri
(9/18/2025)
RR
Montana
(3/28/2019)
IAR
Montana
(9/23/2025)
RR
Nebraska
(3/28/2019)
IAR
Nebraska
(9/18/2025)
RR
Nevada
(3/28/2019)
IAR
Nevada
(9/19/2025)
RR
New Hampshire
(3/28/2019)
IAR
New Hampshire
(9/19/2025)
RR
New Jersey
(6/8/2015)
IAR
New Jersey
(9/18/2025)
RR
New Mexico
(6/8/2015)
IAR
New Mexico
(9/19/2025)
RR
New York
(6/8/2015)
IAR
New York
(9/18/2025)
RR
North Carolina
(6/8/2015)
IAR
North Carolina
(9/18/2025)
RR
North Dakota
(3/28/2019)
IAR
North Dakota
(9/22/2025)
RR
Ohio
(3/28/2019)
IAR
Ohio
(9/18/2025)
RR
Oklahoma
(3/28/2019)
IAR
Oklahoma
(9/22/2025)
RR
Oregon
(4/11/2019)
IAR
Oregon
(10/21/2025)
RR
Pennsylvania
(3/28/2019)
IAR
Pennsylvania
(9/19/2025)
RR
Puerto Rico
(3/28/2019)
IAR
Puerto Rico
(10/17/2025)
RR
Rhode Island
(3/28/2019)
IAR
Rhode Island
(9/19/2025)
RR
South Carolina
(3/28/2019)
IAR
South Carolina
(9/23/2025)
RR
South Dakota
(3/28/2019)
IAR
South Dakota
(9/19/2025)
RR
Tennessee
(3/28/2019)
RR
Texas
(6/8/2015)
IAR
Texas
(5/24/2023)
RR
Utah
(3/28/2019)
IAR
Utah
(9/18/2025)
RR
Vermont
(3/28/2019)
IAR
Vermont
(9/18/2025)
RR
Virgin Islands
(5/13/2024)
IAR
Virgin Islands
(9/19/2025)
RR
Virginia
(3/28/2019)
IAR
Virginia
(9/19/2025)
RR
Washington
(3/28/2019)
IAR
Washington
(9/18/2025)
RR
West Virginia
(3/28/2019)
IAR
West Virginia
(9/22/2025)
RR
Wisconsin
(3/28/2019)
IAR
Wisconsin
(9/23/2025)
RR
Wyoming
(3/28/2019)
IAR
Wyoming
(9/22/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/25/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
24X National Exchange LLC
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


JI
JEFFERIES INVESTMENT ADVISERS LLC
JEFFERIES INVESTMENT ADVISERS LLC

CRD#: 325421 / SEC#: 801-127656

RIA
Registered Investment Advisory firm - (4/20/2023 Approved)
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Contact information


Main Address
520 Madison Avenue, New York, NY 10022
Mailing Address
Phone number
(212) 284-2300
Established
Firm type
Fiscal year end
# of Employees
135

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JEFFERIES INVESTMENT ADVISERS LLC - WRAP FEE BROCHURE (2/27/2025)

Regulatory assets under management


Total Number of Accounts2,081
AUM (Assets Under Management)$ 3,402,872,417

Red Flags


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.

Company Information


JEFFERIES INVESTMENT ADVISERS LLC

CRD#: 325421Miami, FL 33131

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