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Holly Christina Macdonald-Korth

J.W. KORTH & COMPANY, LIMITED PARTNERSHIP·LANSING, Michigan
SIE, Series 7, Series 24, Series 27, Series 66, Series 99TO13 years registeredJ.W. KORTH & COMPANY, LIMITED PARTNERSHIP
6500 CENTURION DRIVE, LANSING, MI 48917CRD# 5270817Firm CRD# 26455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Holly Christina Macdonald-Korth · LANSING, MI
Registration
CRD #5270817 · J.W. KORTH & COMPANY, LIMITED PARTNERSHIP · 13 years registered
Brand Profile
Not yet started
01

Career History

Mar 2013present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 66
Series 99TO
Registration record
First registered · March 26, 2013
Years registered · 13
03

Disclosure History

2021Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
J.W. KORTH & COMPANY, LIMITED PARTNERSHIP
CRD 26455 · SEC 801-85185
AUM
$205M
Regulatory assets under management
Employees
19
13 client accounts
Services offered by J.W. KORTH & COMPANY, LIMITED PARTNERSHIP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Holly Christina Macdonald-Korth offer?
Holly Christina Macdonald-Korth specializes in Investment Management, Wealth Management. Contact their office in LANSING, Michigan for a consultation.
What are Holly Christina Macdonald-Korth's credentials?
Holly Christina Macdonald-Korth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holly Christina Macdonald-Korth located?
Holly Christina Macdonald-Korth is based in LANSING, Michigan, working with J.W. KORTH & COMPANY, LIMITED PARTNERSHIP. Their office serves clients in the LANSING metropolitan area and surrounding communities.
How does Holly Christina Macdonald-Korth charge for services?
Holly Christina Macdonald-Korth's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.W. KORTH & COMPANY, LIMITED PARTNERSHIP?
J.W. KORTH & COMPANY, LIMITED PARTNERSHIP has approximately 19 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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