Cameron
Johnson

Quest Investment Management, LLC

CRD#2121034
Investment Advisor
in Portland, OR

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About this Advisor

Cameron Johnson is a financial advisor operating out of Portland, Oregon with a total of 33 years of industry experience. Johnson works at Quest Investment Management, LLC. They have spent their entire career at Quest Investment Management, Llc. Johnson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Oregon. Quest Investment Management, LLC is a financial advisory company headquartered in Lake Oswego, OR. It controls $2 billion in total assets among its 93 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves four charitable organizations. Of its 93 accounts, just 14% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and publication of newsletters. Financial management fees typically vary depending on which services are provided. Fee types billed by Quest Investment Management, LLC likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

33 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Sw Columbia St. Suite 1100
Portland, OR 97258

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Quest Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,510,306,371

OR Average: $1,120,203,312
Total Number of Employees

10

OR Average: 50
Total Number of Accounts

93

OR Average: 1,309
Average Account Size

$16,239,853

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Cameron Johnson Work History

Cameron has been registered as a financial advisor for 33 years.*

1990 - Present (34 years)

Quest Investment Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cameron Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Quest Investment Management, LLC

Jon Bettendorf
Lake Oswego, OR
Douglas Goebel
Portland, OR
Cameron Johnson
Portland, OR
Gregory Sherwood
Portland, OR
Monte Johnson
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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