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Detailed Report
Paul J Wakefield
Paul Jacob Wakefield
CRD#: 7287150
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 217 N Hanover St
Carlisle, PA 17013
Registration History
20202021202220232024202520262 FIRMS2020 - 2020 (<1 year)2 FIRMS2022 - 2024 (1 year)2 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
Arkansas 12/6/2024
B
North Dakota 12/6/2024
B
California 12/6/2024
B
Ohio 12/9/2024
B
District of Columbia 12/6/2024
B
Oklahoma 12/6/2024
B
Florida 12/6/2024
B
Oregon 12/6/2024
B
Georgia 12/6/2024
B
Pennsylvania 10/7/2024
B
Idaho 12/6/2024
IA
Pennsylvania 10/7/2024
B
Maine 12/6/2024
B
Rhode Island 12/6/2024
B
Maryland 12/6/2024
B
South Carolina 12/6/2024
B
New Jersey 12/6/2024
B
Tennessee 12/6/2024
B
North Carolina 12/6/2024
B
Virginia 12/6/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
217 N Hanover St, Carlisle, PA 17013
Registered with this firm since 10/7/2024
B
EDWARD JONES (CRD#:250)
217 N Hanover St, Carlisle, PA 17013
Registered with this firm since 10/7/2024
Previous Registration(s)
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IA
 10/25/2022 - 09/24/2024 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) Harrisburg, PA
B
 10/25/2022 - 09/24/2024 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) HARRISBURG, PA
IA
 08/14/2020 - 11/10/2020 FLORIDA FINANCIAL ADVISORS, INC. (CRD#:288811) Philadelphia, PA
B
 09/19/2020 - 11/10/2020 TRINITY WEALTH SECURITIES, L.L.C. (CRD#:104348) Philadelphia, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.