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JR

Jacob P. Roberts

ANALYST HUB SECURITIES
Houston, TX 77056
Some features on this profile are disabled
CRD#: 6779264
JR
Jacob Phillip RobertsANALYST HUB SECURITIES

Professional summary

Jacob Phillip Roberts, who also goes by Jake Roberts, is a registered financial professional currently at ANALYST HUB SECURITIES, LLC located in Houston, Texas.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2018. Jacob has worked at 3 firms and has passed the Series 63, Series 86, Series 87, SIE and Series 7 exams.

Aliases

Jake Roberts

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) - BD

Click below to view Jacob Phillip Roberts'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®
None

Experience

Current

July 31, 2026 - Present

ANALYST HUB SECURITIES, LLC

Office #1: 1980 Post Oak Blvd Suite 200, Houston, TX 77056
BD
CRD#: 297665
Houston, TX
Past

December 16, 2024 - August 5, 2026

PERELLA WEINBERG PARTNERS LP

BD
CRD#: 138618
Houston, TX
Past

September 17, 2018 - December 31, 2024

TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC

BD
CRD#: 129772
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New York
(7/31/2026)
RR
Texas
(7/31/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/24/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 86
Date: 10/22/2018
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 10/12/2018
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AH
ANALYST HUB SECURITIES, LLC
ANALYST HUB SECURITIES, LLC

CRD#: 297665 / SEC#: , 8-70144

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
2301 S Capital Of Texas Hwy Ste. J-101, Austin, TX 78746
Mailing Address
2301 S. Capital Of Texas Hwy Ste. J-101, Austin, TX 78746
Phone number
(646) 543-4099
Established
Delaware since 05/17/2018
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
ANALYST HUB HOLDINGS, LLCPARENT COMPANY
KRONENBERG, MICHAEL JEANCHIEF EXECUTIVE OFFICER4451109
THORNTON, STEVEN LEEFINOP / CHIEF COMPLIANCE OFFICER4496384

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

ANALYST HUB SECURITIES, LLC

CRD#: 297665Houston, TX 77056

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