OA
OA

Odette Aguila-Chacon

27 Years of Experience
Miami, FL
Broker

Odette Aguila-Chacon is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 27 years of industry experience. Odette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
Loading...

Location

1450 Brickell Avenue, Suite 1710, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Odette is a trustee for the Raul Chacon Revocable Trust and Odette Aguila-Chacon Revocable Trust, and owns two rental properties and a beach condo. These activities require minimal time commitment.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLC
June 2015 - Present · 10 yrs 11 mos
Jefferies LLCBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Leucadia Asset Management LLC
June 2015 - August 2023 · 8 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2014 - June 2015 · 1 yr 3 mos
RBC Capital Markets, LLC
March 2014 - June 2015 · 1 yr 3 mos
Barclays Capital INC.
December 2012 - March 2014 · 1 yr 3 mos
Barclays Capital INC.Broker
November 2012 - March 2014 · 1 yr 4 mos
Credit Suisse Securities (USA) LLC
January 2003 - December 2012 · 9 yrs 11 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - December 2012 · 9 yrs 11 mos
Donaldson Lufkin & Jenrette Securities Corporation
September 1998 - January 2003 · 4 yrs 4 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
August 1998 - January 2003 · 4 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Odette Aguila-Chacon - Financial Advisor | TrueAdvisor