Monte
Johnson

Quest Investment Management, LLC

CRD#4389677
Investment Advisor
in Portland, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Monte Johnson is a financial advisor operating out of Portland, Oregon who has 38 years of relevant experience. Johnson works at Quest Investment Management, LLC. They have spent their complete employment at Quest Investment Management, Llc. Johnson is able to serve investors in Oregon. Quest Investment Management, LLC is a business that has its headquarters in Lake Oswego, OR. It has $2 billion in assets under management among its 93 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 93 accounts, just 14% belong to high-net-worth clients who have at least $1 million in assets. The company offers a wide range of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and publication of newsletters. Financial advisory fees largely depend on which service is offered. Fees billed by Quest Investment Management, LLC likely are comprised of asset-based and fixed fees.

Years Registered*

38 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Monte Johnson Work History

Monte has been registered as a financial advisor for 38 years.*

1985 - Present (39 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 Monte 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started