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JL

Jacquelin M. Liautaud

ONE WILD LIFE ADVISORS
CHICAGO, IL 60625
Some features on this profile are disabled
CRD#: 6386475
JL

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.
The advisor shows no other business activity.

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

Office #1: 4848 N Damen Ave, Chicago, IL 60625
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2015
Uniform Investment Adviser Law Examination

Current Firm

OW
ONE WILD LIFE ADVISORS LLC
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Chicago, IL
Mailing Address
Phone number
(312) 666-7587
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

ONE WILD LIFE ADVISORS LLC

CRD#: 333774Chicago, IL 60625

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