# Daniel Koerner

> Daniel Koerner is a fee-only financial advisor at James R. Martin Consulting in Vancouver, Washington, who holds the CFA credential. James R. Martin Consulting reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-koerner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** James R. Martin Consulting
- **Based in:** Vancouver, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $442.7M across 628 accounts
- **Credentials:** CFA
- **CRD:** 2879433 (https://adviserinfo.sec.gov/individual/summary/2879433)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1997), Series 65 (1999), Series 66 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.jrmcapitalmanagement.com

## Frequently asked questions

### Is Daniel Koerner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and James R. Martin Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, James R. Martin Consulting, reports charging a percentage of assets on its SEC Form ADV.

### Where is Daniel Koerner based?

Daniel Koerner is based in Vancouver, Washington.

### What credentials does Daniel Koerner hold?

Daniel Koerner holds the CFA credential.

### Is Daniel Koerner registered with the SEC?

Yes. Daniel Koerner is registered as an investment adviser representative in WA (CRD 2879433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does James R. Martin Consulting manage?

James R. Martin Consulting reports $442.7M across 628 accounts in assets under management.

### How do I contact Daniel Koerner?

Through Daniel's website, www.jrmcapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2879433): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.