Paul Jacob Wakefield

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 11/2020
  Tristate Financial Advisors
  Philadelphia, PA
• 08/2016 → 05/2020
  Dickinson College
  Carlisle, PA
• 10/2020 → 05/2021
  Americhoice Federal Credit Union
  Mechanicsburg, PA
• 06/2021 → 10/2024
  Fulton Bank
  Lancaster, PA
• 10/2022 → 09/2024
  Raymond James Financial Services Inc
  Harrisburg, PA
• 10/2022 → 09/2024
  Raymond James Financial Services Advisors, Inc.
  Harrisburg, PA
• 10/2022 → 10/2024
  Fulton Financial Advisors
  Lancaster, PA
• 10/2024 → 06/2025
  Edward Jones
  St Louis, MO
• 09/2020 → 11/2020
  Trinity Wealth Securities, Llc
  Philadelphia, PA
• 08/2020 → 11/2020
  Florida Financial Advisors, Inc.
  Philadelphia, PA
• 06/2025 → Present
  Raymond James Financial Services, Inc.
  Etters, PA
• 06/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Etters, PA
• 06/2025 → Present
  Fulton Bank, Na
  Lancaster, PA

Previous Registrations

• 2024-10-07 → 2025-06-11
  Edward Jones
  Carlisle, PA
  St Louis, MO
• 2022-10-25 → 2024-09-24
  Raymond James Financial Services Advisors, Inc
  Lancaster, PA
  Harrisburg, PA
• 2020-08-14 → 2020-11-10
  Florida Financial Advisors, Llc
  Philadelphia, PA

Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 2220 Old Trail Rd, Etters, PA, 17319-9615, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/23/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Financial Advisor.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-16
• S65 Uniform Investment Adviser Law Examination
  2020-08-01

Other Names

• Paul Jacob Wakefield
• Paul J Wakefield