Career
Jonathan Korb has been General Counsel of Loring, Wolcott & Coolidge Fiduciary Advisors since January 2008. Jonathan Korb is a control person of the firm and directly owns under 5% of it. Jonathan Korb holds a BBA from the University of Miami, a Juris Doctor from Suffolk University Law School and an LLM in Taxation from Boston University School of Law.
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is a Boston, MA firm with $12.8B under management, 3,290 clients and 13 advisers in one office, as of its July 2026 filing.
Loring, Wolcott & Coolidge identifies Jonathan Korb as General Counsel and Managing Director of Tax Services.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Jonathan Korb is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Jonathan Korb
- CRD
- 5653425
- Record basis
- Form ADV officer listing
- Firm bio
- lwcotrust.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jonathan Korb work?
Jonathan Korb has been General Counsel of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since January 2008, and is a control person of the firm.
Leadership at Loring, Wolcott & Coolidge Fiduciary Advisors
- Charles SchmidtChief Compliance Officer
- Amory LoganGeneral
- Gilbert RoddyGeneral Partner
- William PerkinsGeneral Partner
- Hugh WarrenGeneral Partner
- Charles-frederick BoitGeneral Partner
- Thomas AppletonGeneral Partner
- Wendy HoldingGeneral Partner
- Nushin KormiGeneral Partner
- David Cuetos RuanoGeneral Partner
- Simran SuGeneral Partner