Jack Paul Bettle
Investment Adviser Representative at SHP Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jack Paul Bettle is an investment adviser representative with SHP Wealth Management, LLC in Plymouth, MA, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 32
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsDec 2022 – Feb 2025Merrimack, NH
- RSMJul 2021 – Nov 2022Charlestown, MA
- University OF Massachusetts - AmherstAug 2017 – May 2021Amherst, MA
- University OF Massachusetts - AmherstOct 2019 – Mar 2020Amherst, MA
- Circuit LABJun 2019 – Sep 2019Somerville, MA
- Kingston RecreationJul 2015 – Aug 2018Kingston, MA
- Baystate AquascapesMay 2018 – Jun 2019Kingston, MA
- STOP AND SHOPMay 2017 – Aug 2017Kingston, MA
- SolscticeMay 2017 – May 2017Kingston, MA
- DoordashDec 2020 – Dec 2022San Francisco, CA
- Silverlake Regional HIGH SchoolAug 2013 – Jun 2017Kingston, MA
- UnemployedFeb 2025 – Mar 2025Boston, MA
- SHP Wealth Management, LLCMar 2025 – no end date reportedPlymouth, MA
- SHP Financial, LLCMar 2026 – no end date reportedPlymouth, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SHP Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- $500,001 - $2,000,0001.00%
- $2,000,001 - $3,500,0000.85%
- $3,500,001 - $6,000,0000.70%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 32
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Plymouth, MA
- SEC file number:
- 801-108679
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at SHP Wealth Management, LLC
Showing 12 of 32 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Paul Bettle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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