James Daron has been an investment adviser representative at Concordia Wealth Management since March 2015, and is not listed among the firm’s executive officers or direct owners.
Concordia Wealth Management, LLC is a Concord, MA firm with $197M under management, 53 clients and 2 advisers across 2 offices, as of its March 2026 filing.
- – present · 11 yearsChelmsford, MA · Adviser representative · Firm CRD 164278
Investment adviser representative registrations
James Daron is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2015; the most recent is Texas, in November 2020.
- MassachusettsSince 9 March 2015
- TexasResidentSince 3 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Patrick Daron
- CRD
- 6424663
- Firm
- Concordia Wealth Management · CRD 164278
- Office
- Chelmsford, MA
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does James Daron work?
James Daron is an investment adviser representative registered through Concordia Wealth Management, LLC since March 2015, and is not listed among the firm’s executive officers or direct owners.
Is James Daron a financial advisor?
Yes. James Daron has a current investment-adviser registration in Massachusetts and Texas, through Concordia Wealth Management since March 2015.
How many years of experience does James Daron have?
James Daron has 11 years in the financial industry, since March 2015, across 1 adviser firm.
What exams has James Daron passed?
James Daron passed the Series 65 in March 2015.
Where is James Daron based?
James Daron’s registered office is in Chelmsford, MA.
Is James Daron registered with FINRA?
No. James Daron has no current broker registration.
How can I verify James Daron’s record?
Search CRD 6424663 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Daron’s full registration record.