Jack Paul Bettle

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 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

• 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
  Shp Wealth Management, Llc
  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

• 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