Joshua Paul Santos

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

• 06/2026 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 09/2021 → 05/2025
  Stonehill College
  Easton, MA
• 09/2017 → 06/2021
  Apponequet Regional High School
  Lakeville, MA
• 06/2026 → Present
  Shp Financial, Llc
  Plymouth, MA
• 06/2014 → 06/2017
  Middle School
  Lakeville, MA
• 01/2024 → 05/2025
  Stonehill College
  Easton, MA
• 05/2022 → 09/2024
  Tpc Boston (Caddiemaster)
  Norton, MA
• 06/2018 → 05/2022
  Lift & Care Systems Inc
  Lakeville, MA
• 02/2024 → 08/2024
  The Bulfinch Group
  Needham, MA
• 06/2025 → 05/2026
  Fidelity Investments
  Smithfield, RI
• 05/2021 → 08/2021
  Lakeville Country Club
  Lakeville, MA

Other Businesses

Joshua Paul Santos is an independent licensed insurance agent with SHP Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-14
• S63 Uniform Securities Agent State Law Examination
  2025-08-15

Other Names

• Joshua Santos