Daniel Koerner
James R. Martin Consulting · Vancouver, Washington
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.
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Facts
| Firm | James R. Martin Consulting |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $442.7M across 628 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 2879433 |
| Exams passed | Series 63 (1997) · Series 65 (1999) · Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jrmcapitalmanagement.com |
How Daniel's firm compares
- James R. Martin Consulting's average account is about $705,000, from its Form ADV (assets managed divided by 628 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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