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Jon C Debry

Jd Investment Management, LLC

Salt Lake City, UT

CRD 2969192

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Employer firm

Jd Investment Management, LLC CRD 123293

$30.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Jd Investment Management, Llc

6975 Union Park Ave Suite 600, Cottonwood Heights, UT 84047 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 1998-04-10
  • UT RA
    APPROVED
    Since 1998-04-10

Branch Locations

4376 S. 700 E. Suite 204, Salt Lake City, UT 84107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jd Investment Management, Llc Salt Lake City UT 04/1998 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-23
  • S65 Uniform Investment Adviser Law Examination
    1997-10-23
Other Names
  • Jon Debry

View on SEC IAPD

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