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North Wales, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-11 |
Branch Locations
815 Greenwood Ave Suite 20, Jenkintown, PA 19046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donald E Jones, Cpa Cfp | Philadelphia | PA | 10/1979 | Present |
| Avantax Investment Services, Inc | Jenkintown | PA | 09/1998 | 05/2021 |
| Avantax Advisory Services | Jenkintown | PA | 09/2008 | 05/2021 |
| Lpl Financial Llc | Jenkintown | PA | 05/2021 | 12/2025 |
| Verus Capital Partners, Llc | Jenkiktown | PA | 06/2021 | 12/2025 |
| Comprehensive Investment Management | North Wales, Pa 19454 | PA | 01/2026 | Present |
Don is a certified public accountant and owner of Donald E Jones CPA CFP, an tax preparation firm that is not investment-related. The business's address is 815 Greenwood Ave, Suite 20, Jenkintown PA 19046. Don works approximately 30 hours per month, which includes time during securities trading hours. Donald E Jones CPA CFP provides tax preparation services to individuals and businesses. The CIM relationship started on 1/5/2026. Don's primary work related to CIM is tax preparation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-08 |
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