Paul Jacob Wakefield
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2025 to now
- Fulton Bank, NAJun 2025 to now
- Raymond James Financial Services, Inc.Jun 2025 to now
- Edward JonesOct 2024 to Jun 2025
- Fulton Financial AdvisorsOct 2022 to Oct 2024
- Raymond James Financial Services Advisors, Inc.Oct 2022 to Sep 2024
- Raymond James Financial Services IncOct 2022 to Sep 2024
- Fulton BankJun 2021 to Oct 2024
- Americhoice Federal Credit UnionOct 2020 to May 2021
- Trinity Wealth Securities, LLCSep 2020 to Nov 2020
- Florida Financial Advisors, Inc.Aug 2020 to Nov 2020
- Tristate Financial AdvisorsMay 2020 to Nov 2020
- Dickinson CollegeAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7287150
- Firm CRD
- 149018