# DANIEL LAURENCE KOERNER

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/109542) | 2025-07-09 | present | Yes |
| [NEWFOCUS FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/132578) | 2012-10-17 | 2020-01-15 | — |
| [BMO HARRIS FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/137115) | 2011-06-15 | 2011-12-13 | — |
| [PROSPERITY ECONOMICS PARTNERS, LLC](https://search.stillhousedata.com/firm/148122) | 2011-02-25 | 2011-11-01 | — |
| [WILLIAM BLAIR](https://search.stillhousedata.com/firm/1252) | 2008-02-07 | 2011-02-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2879433)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2879433.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.