Daniel Koerner has been Chief Investment Officer of James R. Martin Consulting, Inc. Dba JRM Capital Management since December 2024, is a control person of the firm and directly owns between 5% and 10% of it. Daniel Koerner holds a BA in Business from the University of Northern Iowa and an MBA from Arizona State University.
James R. Martin Consulting, Inc. Dba JRM Capital Management is a Vancouver, WA firm with $443M under management, 226 clients and 3 advisers in one office, as of its March 2026 filing.
Dan Koerner is Chief Investment Officer of JRM Capital Management, based in Vancouver, WA. He has worked in financial services for over 30 years, including roles with large wealth management firms and, most recently, seven years as an Investment Officer for a local investment advisory company. His primary competencies include investment manager research, portfolio construction, market analysis, risk management and global asset allocation.
Daniel Koerner’s longest registration was 7 years at Newfocus Financial Group, LLC (2012–2020). Before joining James R. Martin Consulting, Inc. Dba JRM Capital Management in 2025, Daniel Koerner was registered through Newfocus Financial Group, LLC and Harris Investor Services, Inc.
- – present · 1 yearVancouver, WA · Adviser representative · Firm CRD 109542
- Newfocus Financial Group, LLC– · 7 yearsVancouver, WA · Adviser representative · Firm CRD 132578
- Harris Investor Services, Inc.– · under a yearChicago, IL · Adviser representative · Firm CRD 137115
- Partners for Prosperity, Inc.– · under a yearChicago, IL · Adviser representative · Firm CRD 148122
- William Blair & Company L.L.C.– · 2 yearsChicago, IL · Adviser representative · Firm CRD 1252
Professional designations
Listed by James R. Martin Consulting, Inc. Dba JRM Capital Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Daniel Koerner is registered as an investment adviser representative in Washington, since July 2025.
- WashingtonSince 9 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 May 2008 |
| Series 7 | General Securities Representative Examination | 4 February 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 October 1999 |
| Series 62 | Corporate Securities Limited Representative Examination | 17 February 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 May 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 May 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Laurence Koerner
- CRD
- 2879433
- Firm
- James R. Martin Consulting, Inc. Dba JRM Capital Management · CRD 109542
- Role
- Chief Investment Officer
- Office
- 1111 MAIN STREET, SUITE 612, Vancouver, WA 98660
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jrmcapitalmanagement.com
Where does Daniel Koerner work?
Daniel Koerner has been Chief Investment Officer of James R. Martin Consulting, Inc. Dba JRM Capital Management since December 2024, and is a control person of the firm.
Is Daniel Koerner a financial advisor?
Yes. Daniel Koerner has a current investment-adviser registration in Washington, through James R. Martin Consulting, Inc. Dba JRM Capital Management since July 2025.
How many years of experience does Daniel Koerner have?
Daniel Koerner has 12 years in the financial industry, since June 2014, across 5 adviser firms.
What exams has Daniel Koerner passed?
Daniel Koerner has passed 6 licensing exams: the Series 6, Series 63, Series 62, Series 65, Series 7 and Series 66. The earliest, the Series 6, was passed in May 1997.
Where did Daniel Koerner work before James R. Martin Consulting, Inc. Dba JRM Capital Management?
Before James R. Martin Consulting, Inc. Dba JRM Capital Management, Daniel Koerner was registered through Newfocus Financial Group, LLC, October 2012 to January 2020; Harris Investor Services, Inc., June 2011 to December 2011; Partners for Prosperity, Inc., February 2011 to November 2011; William Blair & Company L.L.C., February 2008 to February 2011.
Where is Daniel Koerner based?
Daniel Koerner’s registered office is in Vancouver, WA.
Is Daniel Koerner registered with FINRA?
No. Daniel Koerner has no current broker registration.
Is Daniel Koerner a CFA charterholder?
James R. Martin Consulting, Inc. Dba JRM Capital Management lists Daniel Koerner with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: DAN KOERNER, CFA biography, jrmcapitalmanagement.com
How can I verify Daniel Koerner’s record?
Search CRD 2879433 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Koerner’s full registration record.