DANIEL LAURENCE KOERNER is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT | 2025-07-09 | present | Yes |
| NEWFOCUS FINANCIAL GROUP, LLC | 2012-10-17 | 2020-01-15 | — |
| BMO HARRIS FINANCIAL ADVISORS, INC. | 2011-06-15 | 2011-12-13 | — |
| PROSPERITY ECONOMICS PARTNERS, LLC | 2011-02-25 | 2011-11-01 | — |
| WILLIAM BLAIR | 2008-02-07 | 2011-02-03 | — |