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Daniel Laurence Koerner

JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT·VANCOUVER, Washington
Clean recordJAMES 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Daniel Laurence Koerner is a registered financial advisor based in VANCOUVER, Washington, affiliated with JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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Firm Overview

Firm
JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
JAMES R. MARTIN CONSULTING, INC
AUM
$418M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Other: SOME ARE FREE
Regulatory
SEC/IARD CRD# 2879433
Firm CRD# 109542
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT

James Robert Martin
VANCOUVER, WA
Jill Annetta Foreman
VANCOUVER, WA

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