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Daniel Laurence Koerner

James R. Martin Consulting, Inc

Vancouver, WA

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Current Employers
James R. Martin Consulting, Inc

1111 Main St. Suite 612, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-09
  • WA RA
    APPROVED
    Since 2025-07-09

Branch Locations

1111 Main Street, Suite 612, Vancouver, WA 98660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newfocus Financial Group, Llc Vancouver WA 02/2012 11/2019
James R. Martin Consulting, Inc. Dba Jrm Capital Management Vancouver WA 12/2019 Present
  • 02/2012 → 11/2019
    Newfocus Financial Group, Llc
    Vancouver, WA
  • 12/2019 → Present
    James R. Martin Consulting, Inc. Dba Jrm Capital Management
    Vancouver, WA
Previous Registrations
  • 2012-10-17 → 2020-01-15
    Newfocus Financial Group, Llc
    Vancouver, WA
  • 2011-06-15 → 2011-12-13
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
  • 2011-02-25 → 2011-11-01
    Prosperity Economics Partners, Llc
    Chicago, IL
    Chicago, IL
  • 2008-02-07 → 2011-02-03
    William Blair
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-12
S65 Uniform Investment Adviser Law Examination 1999-10-13
S63 Uniform Securities Agent State Law Examination 1997-05-08
  • S66 Uniform Combined State Law Examination
    2008-05-12
  • S65 Uniform Investment Adviser Law Examination
    1999-10-13
  • S63 Uniform Securities Agent State Law Examination
    1997-05-08
Designations
Other Names
  • Dan Laurence Koerner
  • Dan Koerner
  • Daniel Laurence Koerner
  • Daniel L Koerner

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

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