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Jakob Hite

Advisor at J.M. Hite Financial LLC — Troy, PA

Updated today

Credentials

Series 66

Experience

1 year

Location

Troy, PA 16947

J.M. Hite Financial LLC logo

J.M. Hite Financial LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Jakob Hite is a financial advisor at J.M. Hite Financial LLC in Troy, Pennsylvania, holding a Series 66 designation with one year of industry experience. Prior to founding his current firm, he was with LPL Financial and has additional work history including roles at the NY Department of Transportation and the FAA. Outside of advising, he maintains involvement in agricultural and personal business ventures. J.M. Hite Financial LLC provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis tailored to client-specific objectives and operates with discretionary trading authority, including strategies involving derivatives and option writing.

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 General retirement planning

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Fee options

Fixed

Financial planning services charged as fixed fees between $200 and $2,000 based on complexity and client needs

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.70% annually Over $1,000,000+: 0.50% annually

Location

Troy, PA

269 Mud Creek Road

Troy PA 16947

Advisors at this office

1

Most active in

Pennsylvania

Work history

1 year of industry experience

J.M. Hite Financial LLC

2025 - Present • 1 year

Troy, PA

LPL Financial

2024 - 2025 • 1 year

Troy, PA

Hite LLC

2022 - Present • 4 years

Troy, PA

Hite Farm

2021 - Present • 5 years

Troy, PA

NY Department of Transportation

2019 - Present • 7 years

Horseheads, NY

FAA

2015 - 2019 • 4 years

Elmira, NY

Disclosures

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

Business activities & affiliations

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Matthew L

Series 63, Series 65

Troy, PA

LPL Financial

Matthew Landis is a financial advisor with LPL Financial in Troy, PA, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera and Cetera Investment Services from 2011 to 2023 and has been associated with Citizens & Northern Bank since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives using both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Zachary R

Series 66

Troy, PA

LPL Financial

Zachary Rentzel is a financial advisor with LPL Financial based in Troy, Pennsylvania. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he has held various positions including bookkeeping at New Life Church of Canton and experience with Pleasant Valley Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a broad platform that combines advisory capabilities with non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Matthew G

Series 66

Troy, PA

Cambridge Investment Research Advisors

Matthew Geer is a financial advisor with Cambridge Investment Research Advisors in Troy, PA, holding a Series 66 designation and 20 years of industry experience. Prior to joining Cambridge in 2018, he worked at LPL Financial and Uvest Financial Services Group, as well as First Citizens National Bank. Outside of his advisory work, he serves as treasurer for the nonprofit Kids Can't Fight Cancer Alone and coaches junior high track and field. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals who implement tailored strategies across multiple platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Ethan L

Series 66

Troy, PA

LPL Financial

Ethan Landis is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at The Guthrie Clinic and Lycoming College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert W

Series 63, Series 65

Troy, PA

LPL Financial

Robert Williams Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Grove Point Advisors, Donald D. White PA, and H. Beck, Inc. Williams is also involved in business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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