Holly Christina Macdonald-korth
Investment adviser representative at J W Korth & Company
20 yearsExperience
2 statesRegistered in
$228.7MFirm assets
11 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- J.W. Korth & CompanyJan 2026 to now
- J W Korth & CompanyOct 2006 to now
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
J W Korth & Company
Legal name: J.W. Korth & Company, Limited Partnership
$228.7MAssets managed
12Clients
7Advisers
11 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
- 5270817
- Firm CRD
- 26455