Jacquelin M. Liautaud

ONE WILD LIFE ADVISORS LLC

CHICAGO, IL

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CRD#: 6386475

Professional summary

Jacquelin Marie Liautaud is a registered financial advisor currently at ONE WILD LIFE ADVISORS LLC located in Chicago, Illinois.

Jacquelin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacquelin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Life Insurance agent, self employed, less than 4 hours per month. I offer life insurance as needed to clients. Jacquelin Liautaud is the Owner, President and an Investment Advisor Representative of Tree Fort Financial, Inc., a registered investment advisory firm. She performs investment advisory and financial planning functions. These activities currently account for up to 90% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacquelin Marie Liautaud's 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

April 22, 2025 - Present

ONE WILD LIFE ADVISORS LLC

RIA

CRD#: 333774

CHICAGO, IL

Past

January 30, 2015 - May 20, 2025

TREE FORT FINANCIAL, INC.

RIA

CRD#: 130087

CHICAGO, IL

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(4/22/2025)

IAR

Texas
(6/5/2025)

IAR

Wisconsin
(5/13/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2015

Uniform Investment Adviser Law Examination

Current Firm

ONE WILD LIFE ADVISORS LLC

CRD#: 333774 / SEC#:

Illinois

Registered Investment Advisory firm - (4/22/2025 Approved)

Texas

Registered Investment Advisory firm - (6/3/2025 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (4/30/2025 Approved)

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Contact information

Main Address

Chicago, IL

Mailing Address

Phone number

(312) 666-7587

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacquelin M. Liautaud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacquelin Marie Liautaud's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE WILD LIFE ADVISORS LLC

TREE FORT FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2015

Current Firm

ONE WILD LIFE ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

ONE WILD LIFE ADVISORS LLC

TRUST BUT VERIFY

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