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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthBeacon +more
- Established Date
- 04-10-1998
- Office Locations
- 1
Office Locations
About JD Investment Management, LLC
JD Investment Management (Cottonwood Heights, UT) is a fee-based RIA providing personalized portfolio management and financial planning. Portfolios are built around each client’s objectives and risk tolerance, with regular monitoring and an annual in-person review. The firm typically implements allocations using ETFs alongside fixed income, and can custody accounts at a third-party provider such as Charles Schwab. It has navigated multiple bull and bear markets over 26+ years.
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Owner & Executives
JON C DEBRY
Managing Member, Registered Investment Advisor
- CRD
- #2969192
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,021,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,021,100 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,021,100
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $181,731,543 | 13.2% |
| Other | $201,006,101 | 14.6% |
| Cash | $225,787,675 | 16.4% |
| U.S. Government/Agency | $220,280,658 | 16.0% |
| Corporate - Investment Grade | $210,643,380 | 15.3% |
| Municipal Bonds | $151,442,953 | 11.0% |
| Corporate - Non-Investment Grade | $185,861,805 | 13.5% |
| Total | $1,376,754,115 | 100.0% |