Jeffrey John Whalen
OwnerCove Private Wealth, LLCCRD 7290437
About Jeffrey John Whalen
Jeffrey John Whalen is listed as Owner at Cove Private Wealth, LLC in Oyster Bay, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Cove Private Wealth, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Jeffrey John Whalen work?
Jeffrey John Whalen is listed as Owner at Cove Private Wealth, LLC on SEC Form ADV.
How much of Cove Private Wealth, LLC does Jeffrey John Whalen own?
Form ADV reports a beneficial ownership band of Over 75%.
Cove Private Wealth, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |