Donald E. Jones

COMPREHENSIVE INVESTMENT MANAGEMENT

Jenkintown, PA 19046

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CRD#: 3129701

Professional summary

Donald Edward Jones, CFP® is a registered financial advisor currently at COMPREHENSIVE INVESTMENT MANAGEMENT, LLC located in Jenkintown, Pennsylvania.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Donald has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Services Offered

Tax Planning

Retirement Planning

Comprehensive Financial Planning

Investment Planning

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edward Jones's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

January 11, 2026 - Present

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

Office #1: 815 Greenwood Ave Suite 20, Jenkintown, PA 19046

RIA

CRD#: 133272

Jenkintown, PA

Past

June 7, 2021 - December 24, 2025

VERUS CAPITAL PARTNERS, LLC

RIA

CRD#: 151568

JENKIKTOWN, PA

Past

May 27, 2021 - December 22, 2025

LPL FINANCIAL LLC

CRD#: 6413

JENKIKTOWN, PA

Past

October 23, 2008 - June 2, 2021

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

JENKINTOWN, PA

Past

January 5, 1999 - June 2, 2021

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

JENKINTOWN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/4/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

CRD#: 133272 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/8/2005 Approved)

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Contact information

Main Address

North Wales, PA

Mailing Address

Phone number

(610) 960-1068

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 57,346,524

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Donald E. Jones

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edward Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

VERUS CAPITAL PARTNERS, LLC

LPL FINANCIAL LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/8/1998

SIE

Date: 10/1/2018

Series 6

Date: 1/4/1999

Current Firm

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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