James Patrick Daron
Investment adviser representative at Concordia Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$197.1MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Concordia Wealth Management, LLCSep 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Concordia Wealth Management, LLC
$197.1MAssets managed
53Clients
2Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6424663
- Firm CRD
- 164278