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Jack Paul Bettle

Shp Wealth Management, LLC

Plymouth, MA

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Current Employers
Shp Wealth Management, Llc

225 Water St Suite C210, Plymouth, MA 02360 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-10
  • MA RA
    APPROVED
    Since 2025-04-10

Branch Locations

225 Water St Suite C210, Plymouth, MA 02360 • 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
Fidelity Investments Merrimack NH 12/2022 02/2025
Rsm Charlestown MA 07/2021 11/2022
University Of Massachusetts - Amherst Amherst MA 08/2017 05/2021
University Of Massachusetts - Amherst Amherst MA 10/2019 03/2020
Circuit Lab Somerville MA 06/2019 09/2019
Kingston Recreation Kingston MA 07/2015 08/2018
Baystate Aquascapes Kingston MA 05/2018 06/2019
Stop And Shop Kingston MA 05/2017 08/2017
Solsctice Kingston MA 05/2017 05/2017
Doordash San Francisco CA 12/2020 12/2022
Silverlake Regional High School Kingston MA 08/2013 06/2017
Unemployed Boston MA 02/2025 03/2025
Shp Wealth Management, Llc Plymouth MA 03/2025 Present
Shp Financial, Llc Plymouth MA 03/2026 Present
  • 12/2022 → 02/2025
    Fidelity Investments
    Merrimack, NH
  • 07/2021 → 11/2022
    Rsm
    Charlestown, MA
  • 08/2017 → 05/2021
    University Of Massachusetts - Amherst
    Amherst, MA
  • 10/2019 → 03/2020
    University Of Massachusetts - Amherst
    Amherst, MA
  • 06/2019 → 09/2019
    Circuit Lab
    Somerville, MA
  • 07/2015 → 08/2018
    Kingston Recreation
    Kingston, MA
  • 05/2018 → 06/2019
    Baystate Aquascapes
    Kingston, MA
  • 05/2017 → 08/2017
    Stop And Shop
    Kingston, MA
  • 05/2017 → 05/2017
    Solsctice
    Kingston, MA
  • 12/2020 → 12/2022
    Doordash
    San Francisco, CA
  • 08/2013 → 06/2017
    Silverlake Regional High School
    Kingston, MA
  • 02/2025 → 03/2025
    Unemployed
    Boston, MA
  • 03/2025 → Present
    Plymouth, MA
  • 03/2026 → Present
    Shp Financial, Llc
    Plymouth, MA
Previous Registrations
  • 2024-01-23 → 2025-02-21
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

SHP Financial - Insurance Agent; Investment related: Yes; Location: 225 Water St. C210 Plymouth MA 02360; Description: Insurance Agent for SHP Financial, LLC; Responsibilities Duties: sell fixed annuities and life insurance; Start date: 2026-03-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-18
S63 Uniform Securities Agent State Law Examination 2023-04-17
  • S66 Uniform Combined State Law Examination
    2024-01-18
  • S63 Uniform Securities Agent State Law Examination
    2023-04-17
Other Names
  • Jack Paul Bettle
  • Jack Bettle

View on SEC IAPD

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