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LB

Lucas R. Baker

MARSJEWETT FINANCIAL GROUP
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 7135210
LB

Professional summary

Lucas Robert Baker, who also goes by Lucas Baker, is a registered financial advisor currently at MARSJEWETT FINANCIAL GROUP located in Bellevue, Washington.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lucas has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lucas Baker

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 Lucas Robert Baker'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 18, 2022 - Present

MARSJEWETT FINANCIAL GROUP

Office #1: 11235 Se 6th Street Suite 110, Bellevue, WA 98004
RIA
CRD#: 297388
Bellevue, WA
Past

November 25, 2019 - April 12, 2022

BRIGHTON JONES LLC

RIA
CRD#: 108601
SEATTLE, 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".
MF
MARSJEWETT FINANCIAL GROUP
MARS JEWETT FINANCIAL GROUP, INC. | MARSJEWETT FINANCIAL GROUP, INC | MARSJEWETT FINANCIAL GROUP

CRD#: 297388 / SEC#: 801-113548

RIA
Registered Investment Advisory firm - (7/6/2018 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.

Highlighted states indicate IAR registrations

IAR
Washington
(5/18/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/25/2019
Uniform Investment Adviser Law Examination

Current Firm

MF
MARSJEWETT FINANCIAL GROUP
MARS JEWETT FINANCIAL GROUP, INC. | MARSJEWETT FINANCIAL GROUP, INC | MARSJEWETT FINANCIAL GROUP

CRD#: 297388 / SEC#: 801-113548

RIA
Registered Investment Advisory firm - (7/6/2018 Approved)
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Contact information

Main Address
11235 Se 6th Street Suite 110, Bellevue, WA 98004
Mailing Address
Phone number
(425) 289-5000
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (9 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

DISCLOSURE BROCHURE FOR MARS JEWETT FINANCIAL GROUP, INC. (10/7/2025)

Regulatory assets under management

Total Number of Accounts1,967
AUM (Assets Under Management)$ 734,675,738

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

MARSJEWETT FINANCIAL GROUP

CRD#: 297388Bellevue, WA 98004

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