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Paul Joseph Orfield

Strategic Advisers LLC

St Augustine, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

St Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Duval County Public Schools Jacksonville FL 08/2016 10/2023
Southpoint Community Church Jacksonville FL 06/2020 07/2020
Accelerate Learning Jacksonville FL 12/2022 01/2023
Step Up For Students Jacksonville FL 01/2021 10/2023
Self Employed Jacksonville FL 02/2021 12/2022
Fidelity Investments Jacksonville FL 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 10/2023
    Duval County Public Schools
    Jacksonville, FL
  • 06/2020 → 07/2020
    Southpoint Community Church
    Jacksonville, FL
  • 12/2022 → 01/2023
    Accelerate Learning
    Jacksonville, FL
  • 01/2021 → 10/2023
    Step Up For Students
    Jacksonville, FL
  • 02/2021 → 12/2022
    Self Employed
    Jacksonville, FL
  • 10/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-01-24
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-01-24
Other Names
  • Paul J Orfield

View on SEC IAPD

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