Lori Jackson has been an investment adviser representative at Cove Private Wealth since August 2026, and is not listed among the firm’s executive officers or direct owners.
Cove Private Wealth, LLC is an Oyster Bay, NY firm with $455M under management, 95 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Lori Jackson’s longest registration was 4 years at Deutsche Bank Securities Inc. (2019–2023). Before joining Cove Private Wealth in 2026, Lori Jackson was registered through Deutsche Bank Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Cove Private Wealth, LLCCurrent– present · under a yearBoynton Beach, FL · Adviser representative · Firm CRD 316866
- Deutsche Bank Securities Inc.– · 4 yearsNew York, NY · Adviser representative · Firm CRD 2525
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsNew York, NY · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Lori Jackson is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 17 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 March 2016 |
| Series 7 | General Securities Representative Examination | 22 August 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 September 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Lori B Jackson
- CRD
- 2519856
- Firm
- Cove Private Wealth · CRD 316866
- Office
- Boynton Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Lori Jackson work?
Lori Jackson is an investment adviser representative registered through Cove Private Wealth, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lori Jackson a financial advisor?
Yes. Lori Jackson has a current investment-adviser registration in Florida, through Cove Private Wealth since August 2026.
How many years of experience does Lori Jackson have?
Lori Jackson has 23 years in the financial industry, since June 2003, across 3 adviser firms.
What exams has Lori Jackson passed?
Lori Jackson has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in September 1994. FINRA credited Lori Jackson with the SIE, which began in October 2018.
Where did Lori Jackson work before Cove Private Wealth?
Before Cove Private Wealth, Lori Jackson was registered through Deutsche Bank Securities Inc., May 2019 to December 2023; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2016 to November 2018.
Where is Lori Jackson based?
Lori Jackson’s registered office is in Boynton Beach, FL.
Is Lori Jackson registered with FINRA?
No. Lori Jackson has no current broker registration.
How can I verify Lori Jackson’s record?
Search CRD 2519856 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lori Jackson’s full registration record.