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Mariette D. Luchini - Jacobson
CETERA INVESTMENT ADVISERS LLC
CASHMERE, WA 98815
Some features on this profile are disabled
CRD#: 6696401
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Professional summary
Mariette Denise Luchini - Jacobson, who also goes by Mariette Denise Jacobson, Mariette Denise Luchini Jacobson, Pete Jacobson, Mariette Denise Luchini, Mariette Luchini, Pete Luchini, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cashmere, Washington and CETERA WEALTH SERVICES, LLC located in Cashmere, Washington.
Mariette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Mariette has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mariette Denise Jacobson | Mariette Denise Luchini Jacobson | Pete Jacobson | Mariette Denise Luchini | Mariette Luchini | Pete Luchini
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.
1) Eric and Mariette Jacobson - vacation rental~23 Mela Lane~Manson~WA~98831~Rental Property~Owner~12/1/2017~3hrs~3hrs~Rental property 2) Manson Bay Market, LLC~108 Mission View Place~Cashmere~WA~98815~Rental Property~Owner~9/1/2019~1hrs~0hrs~Signing the lease agreement and collecting rent. 3) Tamarack Tax & Consulting, LLC~123 Ohme Garden Road Suite 7~Wenatchee~WA~98801~Accounting Services/Tax Preparation~Owner~12/11/2018~120hrs~100hrs~Owner and CPA. Principal firm. 4) Woodring LLC~209 Woodring Street~Cashmere~WA~98815~Rental Property~Owner~1/1/2020~1hrs~1hrs~I will be the landlord. 5) DBA; DBA; NIR; HRS: 0 SEC TRDNG HRS 0; 12/10/2018; Tamarack Wealth Management 6) OLDS STATION BRIDGE, LLC; Managing Member; Real estate holding company; invests in rental real estate and tree fruit farming acreage for the purpose of investment. NIR; HRS: 0; HRS: 1; 11/24/2020; 108 Mission View Place, Cashmere WA 98815; Annual LLC filings, negotiation of residential rental agreements, farming contract, deposit checks and pay property taxes, insurance, and irrigation expenses. 7) LAKE CHELAN CHAMBER OF COMMERCE; Board Member The Lake Chelan Chamber of Commerce exists to drive economic growth through leadership, advocacy, and promotion that enhances the quality of life in the Lake Chelan Valley.; NIR HRS: 1; HRS: 0; 07/01/2018 ; Lake Chelan Chamber of Commerce, 216 East Woodin Ave, Chelan WA 98816; Board members meet monthly or less frequently to discuss ongoing endeavors to further the Chamber's purpose and to provide financial oversight. 8) COURTNEY, INC. DBA MANSON BAY MARKET; accounting; Store with cafe, deli, and gas station; NIR; HRS: 20; HRS: 1; 05/01/2016; 610 E Wapato Way, Manson WA 98831, provide accounting support to bookkeeper; tax preparation/planning; other duties as necessary 9) TAMARACK TAX & CONSULTING; Owner; I am an ABV and work in the capacity as an appraiser for clients. NIR, HRS: 2; HRS: 1; 02/01/2023 ADDR: 209 Woodring Street, Cashmere WA 98815, United States; Oversee financial functions of a title company, and entity closely held by two parties recently divorced from each other. It would be like a CFO for hire. 10) PIRATE'S ED LLC; Managing Member; Real estate holding entity; IR; HRS: 1; HRS: 0; 09/30/2023; 209 Woodring Street, Cashmere WA 98815; Pay bills. 11) COURTNEY, INC. Owner; Retail grocery sales and gas station NIR; HRS 10; HRS: 10; 05/01/2016 ADDR: 610 Wapato Way, Manson WA 98831, United States; Assist husband in managing the financial aspects of the business/ bookkeeping. 12) KANDY, INC.; Vice President; The entity is a rental property management company dba Platinum Property Management. It manages approximately 500 residential rental properties, mostly single family units for a monthly commission percentage. NIR; HRS 10, HRS 2; 09/01/2025; 325 Colorado Park Pl, East Wenatchee WA 98802, United States; We hope to purchase the business and my husband will oversee the management of the business with assistance from me for book work and other operational support. The business has an existing management structure and team in place. I will review financial information and assist in decision making. 13) COLORADO PARK, LLC; Managing Member; Entity will hold commercial rental real estate that will be rented by a business we intend to purchase. NIR; HRS 1; HRS 0; 09/01/2025; 209 Woodring Street, Cashmere WA 98815, United States; I will keep the books, collect the self-rental, and report the taxes. I will open a bank account in the name of the LLC and perform all banking activities. There will be a mortgage on the property that must be paid monthly.
CRS (Client Relationship Summary) - RIA
Click below to view Mariette Denise Luchini - Jacobson'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 209 Woodring Street, Cashmere, WA 98815Office #2: 107 N Emerson St #1a, Chelan, WA 98816RIA
CRD#: 105644
CASHMERE, WA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 209 Woodring Street Ste 7, Cashmere, WA 98815Office #2: 107 N Emerson St #1a, Chelan, WA 98816BD
CRD#: 13572
Cashmere, WA
Past
December 12, 2018 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Cashmere, WA
Past
December 12, 2018 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Cashmere, WA
Past
October 6, 2016 - December 4, 2018
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
WENATCHEE, WA
Past
September 23, 2016 - December 4, 2018
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
WENATCHEE, WA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Montana(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Washington(9/5/2025)
IAR
Washington(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
