Jon
Bettendorf
Quest Investment Management, LLC
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About this Advisor
Jon Bettendorf is a financial advisor based in Lake Oswego, Oregon, working with Quest Investment Management, LLC. Jon has previously held a position at Quest Investment Management, LLC. Jon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Jon is part of Quest Investment Management, LLC, which operates out of Lake Oswego, Oregon. The firm has 10 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. The fee structure at Quest Investment Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Quest Investment Management, LLC Brokerage Details
$1,518,748,866
10
80
$18,984,361
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
Jon Bettendorf Work History
Quest Inestment Management, LLC
Disclosures
Please visit the SEC profile of Jon Bettendorf 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
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
The content in this profile was updated by SmartAsset on 6/19/2024. 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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