Jeffrey John Whalen
Investment adviser representative at Cove Private Wealth, LLC
16 yearsExperience
1 stateRegistered in
$455.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Cove Private Wealth, LLCOct 2024 to now
- Deutsche Bank Securities Inc.Aug 2020 to Oct 2024
- Deutsche Bank Trust Company Americas (affiliate of Dbsi)Jun 2020 to Oct 2024
- Bank of AmericaJan 2010 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cove Private Wealth, LLC
$455.5MAssets managed
95Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7290437
- Firm CRD
- 316866