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JD Investment Management
JD Investment Management is a ria based in Cottonwood Heights; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
JD Investment Management
Providing tailored investment strategies to help you reach your unique financial goals.
General information
Firm type
RIA
Location
Region
Europe
Country
United States
City
Cottonwood Heights
Corporate office
6975 Union Park Avenue, Suite 600, Cottonwood Heights, UT 84047, United States
Principals
Jon DeBry
Founder
Frequently asked questions
Who runs investment decisions at JD Investment Management?
Jon DeBry, the founder, is the principal of JD Investment Management. The firm’s website lists no other named investment professionals. DeBry determines the investment strategy and reviews client accounts on a regular basis, with an annual in-person review.
How does JDIM charge clients?
JD Investment Management is a fee-based RIA. It charges a management fee between 0.6% and 1.0% of assets under management, based on account size. No commissions are earned, though clients may pay transaction fees to their chosen custodian, such as Charles Schwab.
What types of clients does JDIM serve?
According to the firm's website, JDIM serves individuals, trusts, and corporations. It does not market to institutions or high-net-worth family offices. The firm focuses on retail and mass-affluent clients.
Does JDIM sell insurance or annuities?
No. The firm explicitly states it does not sell insurance, annuities, or other commission-based products. This is a deliberate structural choice to avoid conflicts of interest that can arise with such products.
What is the firm's approach to portfolio management?
JDIM offers personalized Portfolio Management Services and Financial Planning Services. Accounts are custodied at a third party of the client's choice, such as Charles Schwab. The firm conducts regular account reviews and an annual in-person review to ensure alignment with client goals.
Where is JD Investment Management located?
JDIM operates from a single office at 6975 Union Park Avenue, Suite 600, Cottonwood Heights, Utah 84047. It does not have additional offices.
What is the firm's track record?
JDIM has managed client portfolios through 26 years of market cycles, including five bull markets and four bear markets. However, the firm does not disclose specific investment returns or performance data.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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