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JH

Jakob Hite

J.M. HITE FINANCIAL
TROY, PA 16947
CRD#: 8011295
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JH
Jakob HiteJ.M. HITE FINANCIAL

Professional summary

Jakob Hite is a registered financial advisor currently at J.M. HITE FINANCIAL LLC located in Troy, Pennsylvania.

Jakob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jakob has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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 Jakob Hite'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

January 14, 2026 - Present

J.M. HITE FINANCIAL LLC

Office #1: 269 Mud Creek Road, Troy, PA 16947
RIA
CRD#: 339473
TROY, PA
Past

April 30, 2025 - June 18, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
TROY, PA
Past

November 26, 2024 - June 18, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
TROY, PA

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
Pennsylvania
(1/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/28/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/1/2023
Securities Industry Essentials Examination

Current Firm

JH
J.M. HITE FINANCIAL LLC
J.M. HITE FINANCIAL LLC

CRD#: 339473 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (1/14/2026 Approved)
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Contact information

Main Address
269 Mud Creek Road, Troy, PA 16947
Mailing Address
Phone number
(570) 244-7089
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

J.M. HITE FINANCIAL LLC

CRD#: 339473Troy, PA 16947

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