Lori B. Jackson
Professional summary
Lori B Jackson, who also goes by Lori Beth Jackson, Lori Jackson, Lori Beth Weigel, is a registered financial advisor currently at COVE PRIVATE WEALTH, LLC located in Boynton Beach, Florida.
Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Lori has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lori B Jackson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2026 - Present
COVE PRIVATE WEALTH, LLC
May 15, 2019 - December 18, 2023
DEUTSCHE BANK SECURITIES INC.
January 11, 2019 - July 15, 2025
DEUTSCHE BANK SECURITIES INC.
March 30, 2016 - November 27, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 31, 2010 - November 27, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 23, 2006 - March 6, 2008
UST SECURITIES CORP.
March 24, 1995 - August 31, 2001
UST FINANCIAL SERVICES CORP.
Primary Firm SEC Registration
COVE PRIVATE WEALTH, LLC
CRD#: 316866 / SEC#: 801-122756
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/17/2026)
Exams
Current Firm
COVE PRIVATE WEALTH, LLC
CRD#: 316866 / SEC#: 801-122756
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 455,483,465 |
Red Flags
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