Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
29yrs
Based in Salt Lake City, Utah, Jon Debry is a fiduciary financial advisor with 29 years of industry experience. Jon has been with JD Investment Management since 1998. JD Investment Management offers financial planning and investment management and is paid through a percentage of assets and hourly fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 10% by experience in Salt Lake City
Office4376 S. 700 E. Suite 204, Salt Lake City, UT 84107
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2.15 million
States licensed ?1 state
Services through JD Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 1998 – nowJD Investment Management, LLCCurrent firm
Contact Jon
(801) 270-5380Firm headquarters in Cottonwood Heights, UT. Ask for Jon. 4376 S. 700 E. Suite 204Salt Lake City, UT 84107Office · Get directions
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call JD Investment Management at (801) 270-5380 and ask for Jon Debry. Jon works from the Salt Lake City, UT office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1997, about 29 years. Top 10% by experience in Salt Lake City.
What licenses does Jon hold?
Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
JD Investment Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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