Unclaimed Profile

Daniel Laurence Koerner

JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT·VANCOUVER, Washington

Series 6, Series 7, Series 62, Series 63, Series 65, Series 66CFAClean record18 years registeredJAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT

1111 MAIN ST. SUITE 612, VANCOUVER, WA 98660CRD# 2879433Firm CRD# 109542

Profile Verification

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

Identity

Daniel Laurence Koerner · VANCOUVER, WA

Registration

CRD #2879433 · JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT · 18 years registered

Brand Profile

Not yet started

Career History

JAMES R. MARTIN CONSULTING, INC

Jul 2025 – present

NEWFOCUS FINANCIAL GROUP, LLC

Oct 2012 – Jan 2020

VANCOUVER, WA

HARRIS INVESTOR SERVICES, INC.

Jun 2011 – Dec 2011

CHICAGO, IL

PARTNERS FOR PROSPERITY, INC.

Feb 2011 – Nov 2011

CHICAGO, IL

WILLIAM BLAIR & COMPANY L.L.C.

Feb 2008 – Feb 2011

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 62

Series 63

Series 65

Series 66

Registration record

First registered · February 7, 2008

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT

CRD 109542 · SEC 801-58066

AUM

$418M

Regulatory assets under management

Employees

661 client accounts

Services offered by JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Daniel Laurence Koerner offer?

Daniel Laurence Koerner specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.

What are Daniel Laurence Koerner's credentials?

Daniel Laurence Koerner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Laurence Koerner located?

Daniel Laurence Koerner is based in VANCOUVER, Washington, working with JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Daniel Laurence Koerner charge for services?

Daniel Laurence Koerner's firm is compensated through percentage of aum, other: some are free. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT?

JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT has approximately 3 employees and manages $418M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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