Advisor at JD Investment Management, LLC
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Firm
JD Investment Management, LLC
Location
Salt Lake City, UT 84107
Credentials
Series 65
Industry experience
27 years
Jon Debry is the sole advisor at JD Investment Management, LLC, an independent firm based in Salt Lake City, UT. He holds a Series 65 designation and has 27 years of industry experience, having led JD Investment Management since its founding in 1998. JD Investment Management provides fee-based portfolio management and limited, topic-specific financial planning to individual and nonprofit clients. The firm employs a value-oriented investment approach focused on fundamental analysis with technical analysis used for timing, investing broadly across equities, bonds, ETFs, and preferred securities while generally avoiding options, margin, and private placements.
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001+: 0.6%
$100/hour for separate financial planning consultations
Account minimum: $100,000
4376 S. 700 E. Suite 204
Salt Lake City, UT 84107
Utah
JD Investment Management, LLC
1998 - Present (28 years)
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Real estate agent
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Other specialized services
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