Jon Debry
JD Investment Management · Salt Lake City, Utah
Jon Debry is a fee-only financial advisor at JD Investment Management in Salt Lake City, Utah. JD Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | JD Investment Management |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $30.0M across 26 accounts |
| SEC registration | Investment adviser representative in UT · CRD 2969192 |
| Exams passed | Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jdim.com |
| Profile |
How Jon's firm compares
- JD Investment Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Jon
Is Jon Debry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and JD Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon's firm, JD Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jon Debry based?
Jon Debry is based in Salt Lake City, Utah.
Is Jon Debry registered with the SEC?
Yes. Jon Debry is registered as an investment adviser representative in UT (CRD 2969192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JD Investment Management manage?
JD Investment Management reports $30.0M across 26 accounts in assets under management.
How do I contact Jon Debry?
Through Jon's website, www.jdim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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