Best Investors Account Sign in
Inactive

Lori B Jackson

Cove Private Wealth, LLC

Oyster Bay, NY

Boynton Beach, FL

Claim This Profile
Current Employers
Cove Private Wealth, Llc

44 Yellow Cote Rd., Oyster Bay, NY 11771 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-17
  • FL RA
    APPROVED
    Since 2026-08-17

Branch Locations

44 Yellow Cote Rd., Oyster Bay, NY 11771 • United States

Boynton Beach, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 02/2010 11/2018
Bank Of America,N.A. New York NY 06/2011 11/2018
Deutsche Bank Securities Inc New York NY 12/2018 06/2025
Deutsche Bank Trust Company Americas (Affiliate Of Dbsi) New York NY 11/2018 06/2025
Cove Private Wealth, Llc Boynton Beach FL 07/2026 Present
Not Employed Boynton Beach FL 07/2025 06/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-29
S63 Uniform Securities Agent State Law Examination 1994-09-12
  • S66 Uniform Combined State Law Examination
    2016-03-29
  • S63 Uniform Securities Agent State Law Examination
    1994-09-12
Other Names
  • Lori Jackson
  • Lori Beth Weigel
  • Lori Beth Jackson
  • Lori B Jackson

View on SEC IAPD

Other Firms

IHS WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.

Other Investors

ANTHONY FRANK LOGRIPPO
Matthew Frank Ranieri
MAUREEN KENNEDY
BRIAN EDWARD NERNEY
JAMES MARTIN MARINO
Jiabao Cai
Alexander Joseph Gallego
ALEX IVAN GALLEGO

Other Offices

IHS WEALTH MANAGEMENT LLC · OYSTER BAY, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · OYSTER BAY, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OYSTER BAY, NY
RAYMOND JAMES & ASSOCIATES, INC. · OYSTER BAY, NY
LPL FINANCIAL LLC · OYSTER BAY, NY
CETERA INVESTMENT ADVISERS LLC · East Norwich, NY
J.P. MORGAN SECURITIES LLC · EAST NORWICH, NY
OSAIC WEALTH, INC. · EAST NORWICH , NY

More in Oyster Bay, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor