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Inactive

Jack Groom

Betterment

Denver, CO

New York, NY

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Current Employers
Betterment

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-20
NY RA APPROVED 2025-04-21
TX RA APPROVED 2025-03-28
  • CO RA
    APPROVED
    Since 2026-02-20
  • NY RA
    APPROVED
    Since 2025-04-21
  • TX RA
    APPROVED
    Since 2025-03-28

Branch Locations

Denver, CO • United States

450 West 33Rd Street Floor 11, New York, NY 10001 • 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
Wells Fargo Ann Arbor MI 06/2019 09/2019
Morgan Stanley Ann Arbor MI 06/2021 04/2022
Vanguard Phoenix AZ 11/2020 12/2020
Amazon Grand Rapids MI 01/2021 02/2021
Unemployed Ann Arbor MI 09/2019 11/2020
Unemployed Ann Arbor MI 06/2009 06/2019
Unemployed Ann Arbor MI 02/2021 06/2021
Robinhood Financial, Llc Denver CO 04/2022 09/2022
Fidelity Investments Dever CO 03/2023 03/2025
Unemployed Denver CO 09/2022 03/2023
Betterment New York NY 03/2025 Present
  • 06/2019 → 09/2019
    Wells Fargo
    Ann Arbor, MI
  • 06/2021 → 04/2022
    Morgan Stanley
    Ann Arbor, MI
  • 11/2020 → 12/2020
    Vanguard
    Phoenix, AZ
  • 01/2021 → 02/2021
    Amazon
    Grand Rapids, MI
  • 09/2019 → 11/2020
    Unemployed
    Ann Arbor, MI
  • 06/2009 → 06/2019
    Unemployed
    Ann Arbor, MI
  • 02/2021 → 06/2021
    Unemployed
    Ann Arbor, MI
  • 04/2022 → 09/2022
    Robinhood Financial, Llc
    Denver, CO
  • 03/2023 → 03/2025
    Fidelity Investments
    Dever, CO
  • 09/2022 → 03/2023
    Unemployed
    Denver, CO
  • 03/2025 → Present
    Betterment
    New York, NY
Previous Registrations
  • 2023-08-08 → 2025-02-28
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2022-01-21 → 2022-04-19
    Morgan Stanley
    Ann Arbor, MI
    Temple Terrace, FL
Other Businesses

OrgNmn:Wag|Org Addr:Tupelo,Mississipp,US|OBA Nature:Dog caretaking|Invst Rel:N|Title:Dog Walker|Duties:Walking dogs|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21
Other Names
  • Jack Groom
  • Jack T Groom
  • Jack Thomas Groom

View on SEC IAPD

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