Jon DeBry
Registered Investment Advisor at JD Investment Management, LLC- Claim this Profile
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English Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Registered Investment Advisor, Series 65
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Experience
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JD Investment Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Registered Investment Advisor
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Apr 1998 - Present
Provide fee-based investment management services to individuals, trusts, and charitable organizations. Duties include security analysis, creation of investment analysis software programs and utilities, portfolio allocation, client contact, marketing, portfolio accounting in PortfolioCenter, business accounting in QuickBooks, compliance, and everything else associated with running a money management firm. Developer of the SpyGlass Market Toolbox for MetaStock, written in Visual C++ and MFC. Lifetime revenues exceed $500,000. Product features include fundamental analysis, external relative strength calculations, industry group maintenance and index calculation, broad market calculations, multiple security back-testing, general formulas, file maintenance utilities, and more. Wrote Access database to keep track of customer orders. Sold Spyglass to Reuters. Primary researcher for the second edition of Technical Analysis from A to Z, written by Steve Achelis (the first edition sold 70,000 copies). Creator of the A to Z Companion Spreadsheet that contains over 100 technical analysis formulas written in Excel. Lifetime sales over 1,300 units.
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Investment Software Developer
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Dec 1990 - Mar 1998
Senior Programmer, Product Leader, 1994-1998 Leader of four-person team in charge of The DownLoader (a tool for managing MetaStock data files). Responsible for the full product development life cycle: assembling and ranking new feature ideas, holding design meetings, writing design specifications, assigning and monitoring programming tasks, setting schedules and timelines, motivating a team of programmers, programming, monitoring the testing and documentation, and getting the product out the door. Programmer on MetaStock, one of the top-selling stock charting applications of all time. Duties included adding all of the new technical analysis indicators from version 3.5 to version 6.0, and other tasks as needed. Programmed mostly in Microsoft Visual C++ and MFC. Alpha and Beta Test Manager - Organized and implemented the alpha and beta testing for several versions of MetaStock and the Downloader. Junior Programmer, 1990-1994 Responsible for maintaining old code and writing new code for MetaStock for DOS and other programs as needed. Programmed in Pascal, C, and C++.
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Education
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1984 - 1989
University of Utah
Bachelor’s Degree, Finance
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