Unclaimed Profile

James Wilder Korth

J.W. KORTH & COMPANY, LIMITED PARTNERSHIP·LANSING, Michigan

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 79TO, Series 99TO15 years registeredJ.W. KORTH & COMPANY, LIMITED PARTNERSHIP

6500 CENTURION DRIVE, LANSING, MI 48917CRD# 1091113Firm CRD# 26455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Wilder Korth · LANSING, MI

Registration

CRD #1091113 · J.W. KORTH & COMPANY, LIMITED PARTNERSHIP · 15 years registered

Brand Profile

Not yet started

Career History

J W KORTH & COMPANY

Mar 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · March 17, 2011

Years registered · 15

Disclosure History

2021Regulatory·Final

2003Regulatory·Final

1998Regulatory·Final

1997Civil·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

J.W. KORTH & COMPANY, LIMITED PARTNERSHIP

CRD 26455 · SEC 801-85185

AUM

$205M

Regulatory assets under management

Employees

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

View all advisors at J.W. KORTH & COMPANY, LIMITED PARTNERSHIP →

Introduction

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Frequently Asked Questions

What services does James Wilder Korth offer?

James Wilder Korth specializes in Investment Management, Wealth Management. Contact their office in LANSING, Michigan for a consultation.

What are James Wilder Korth's credentials?

James Wilder Korth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Wilder Korth located?

James Wilder 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 James Wilder Korth charge for services?

James Wilder 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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