user avatar

Jakob Hite

Advisor at J.M. Hite Financial LLC

Updated today

Location

Troy, PA 16947

Credentials

Series 66

Industry experience

< 1 year

About

Jakob Hite is the sole advisor at J.M. Hite Financial LLC in Troy, PA. He holds a Series 66 designation and has experience at LPL Financial and the FAA, along with ongoing employment as an air traffic controller with the New York Department of Transportation. Hite also manages a farming business through Hite LLC and BEEF Farm. J.M. Hite Financial LLC provides discretionary asset management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach with a combination of long- and short-term strategies, including the use of options and derivatives, and conducts quarterly account reviews.

Client services

Based on J.M. Hite Financial LLC

Financial planning Portfolio management

Expertise

Based on J.M. Hite Financial LLC

Options & derivatives strategies Cash flow / budgeting

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial Planning Services between $200 and $2,000 flat fee

Percentage

$0 - $500,000: 1.00% annually $500,0001 - $1,000,000: 0.70% annually Over $1,000,000+: 0.50% annually

Location

269 Mud Creek Road

Troy, PA 16947

Most active in

Pennsylvania

Work history

J.M. Hite Financial LLC

2025 - Present (1 year)

LPL Financial

2024 - 2025 (1 year)

Hite LLC

2022 - Present (4 years)

Hite Farm

2021 - Present (5 years)

NY Department of Transportation

2019 - Present (7 years)

FAA

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Matthew L

Series 63, Series 65

Troy, PA

LPL Financial

Matthew Landis is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Citizens & Northern Bank, where he maintains a client relationship role. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Zachary R

Series 66

Troy, PA

LPL Financial

Zachary Rentzel is a financial advisor with LPL Financial in Troy, PA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he was involved with Redemption to the Nations Church and Bowater Employees Credit Union. Outside of his advisory work, he serves as a bookkeeper for New Life Church of Canton. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Matthew G

Series 66

Troy, PA

Cambridge Investment Research Advisors

Matthew Geer is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Uvest Financial Services Group, and First Citizens National Bank. Outside of his advisory role, he serves as a board member and treasurer for the nonprofit Kids Can't Fight Cancer Alone and coaches junior high track and field in Troy, PA. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar

Ethan L

Series 66

Troy, PA

LPL Financial

Ethan Landis is a financial advisor with LPL Financial based in Troy, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he worked at The Guthrie Clinic from 2021 to 2023. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Robert W

Series 63, Series 65

Troy, PA

LPL Financial

Robert Williams Jr. is a financial advisor with LPL Financial in Troy, PA, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at Grove Point Advisors, Donald D. White PA, H. Beck, Inc., and First Citizens Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")