JD Investment Management

JD Investment Management

Jon DeBry launched JD Investment Management in Cottonwood Heights, Utah, with a mandate to put client interests first. The firm is fee-based, meaning it charges a percentage of assets under management rather than earning commissions. DeBry structured the firm to avoid selling insurance or annuities, differentiating it from many retail advisors. JDIM provides personalized Portfolio Management Services and Financial Planning Services. It constructs portfolios using third-party custodians such as Charles Schwab. The firm targets individual investors, trusts, and corporations. Asset classes are tailored per client but include publicly traded securities. The firm does not disclose a specific sector focus, nor does it maintain a publicly available list of portfolio holdings. Its geographic footprint is limited to the U.S., specifically the Cottonwood Heights metropolitan area. The firm has managed client accounts through 26 years of stock market cycles, including five bull markets and four bear markets. It does not disclose the number of professionals or total assets under management. The operation is small: one office in Cottonwood Heights, and the team appears limited to founder Jon DeBry and support staff. No philanthropic arm or adjacent vehicles are identified. JDIM's structural differentiator is its fee model and product abstinence. By charging a flat percentage fee (0.6%–1.0%) and forgoing commissions, insurance, and annuity sales, the firm claims alignment between its interests and those of clients. This is a standard RIA posture, but uncommon among small broker-dealer affiliates. The firm offers a free initial consultation and annual in-person portfolio reviews.