Commonwealth Financial Network
43yrs
Top advisor by experience in Chelmsford
12yrs
James Daron
Full name on record: James Patrick Daron
Financial advisor at Concordia Wealth Management
James Daron is a fiduciary financial advisor in Chelmsford, Massachusetts, with 12 years in the industry. James joined Concordia Wealth Management in 2015, a firm offering financial planning and investment management. Concordia Wealth Management reports being paid through a percentage of assets and flat fees.
One of 41 advisors with offices in Chelmsford, and one of 35 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
OfficeChelmsford, MA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.32 million
Advisors at the firm2
States licensed ?2 states
Services through Concordia Wealth Management
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2015 – nowConcordia Wealth Management, LLCCurrent firm
Questions to ask James
Tailored to James’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Concordia Wealth Management at (978) 371-7044 and ask for James Daron. James works from the Chelmsford, MA office.
How long has James been a financial advisor?
James has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does James hold?
Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Concordia Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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