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Holly Christina Macdonald-Korth

Investment Adviser Representative at J W Korth & Company

Coral Gables, FLCRD #5270817Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Holly Christina Macdonald-Korth is an investment adviser representative with J W Korth & Company in Coral Gables, FL, where they have been registered since 2013. They have worked in the securities industry since 2012. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida and Michigan.

Office

135 San Lorenzo Avenue, Suite 600
Coral Gables, FL 33146

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Michigan
Broker:
2 states and territories

Florida, Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/27/2012
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/18/2012
Series 27
Financial and Operations Principal Examination
Passed 6/30/2016
Series 24
General Securities Principal Examination
Passed 4/16/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

J W Korth & CompanyCurrent
3/26/2013 – Coral Gables, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. J W Korth & Company
    Oct 2006 – no end date reportedMiami, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About J W Korth & Company

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

KDM Financial offers lending programs including 3-year, 5-year, and 10-year fixed loans, a Small Business Program, an Owner-Occupied program, and a Real Estate Investor Program. Property types financed include multifamily, mixed-use, self-storage, warehouse, industrial, and commercial real estate.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Middle-market LendingCommercial Real EstateSmall Business LoansMultifamilyMixed-use PropertySelf-storageIndustrial PropertyESG InvestingFixed-rate LoansOwner-occupied Lending

Client types the firm serves

High Net WorthPooled VehiclesCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
2
Main office:
Lansing, MI
SEC file number:
801-85185

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at J W Korth & Company

6 other advisors in the directory

View J W Korth & Company firm profile

Similar advisors in Coral Gables, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Holly Christina Macdonald-Korth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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