J.L. Bainbridge

J.L. Bainbridge You’ve worked hard for your success—now let your wealth work for you. No commissions, no hidden agendas—just advice tailored to you. However, J.L.

JL Bainbridge provides transparent, jargon-free financial guidance to help you grow and protect your wealth. Disclosure: This material is intended for educational and informational purposes only. It is not intended to provide specific advice or recommendations for any individual. Additionally, you should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. The v

iews expressed in the material are that of the author and do not necessarily reflect those of any market, regulatory body, State or Federal Agency, Association. All efforts have been made to report or share true and accurate information. Bainbridge & Company, Inc., is unable to verify the content and the content is subject to change and become materially inaccurate without notice. For additional information about J.L. Bainbridge & Company, Inc., (CRD # 108058) please visit the SEC Website at www.adviserinfo.sec.gov. For a copy of the firms ADV Part 2 Brochure and or Form CRS, please contact us at 941-365-3435. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Although we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Please honor our request to limit your posts to industry-related educational information and comments. It should neither be assumed that future results will be as profitable or that a loss could not be incurred.

Looking for financial insights you can actually understand?Explore the JL Bainbridge Video Library for short, informativ...
05/28/2026

Looking for financial insights you can actually understand?

Explore the JL Bainbridge Video Library for short, informative videos on topics like life transitions, investment strategy, and long-term planning- designed to bring clarity to complex financial decisions. https://www.jlbainbridge.com/videos

Meet Joel G. Oldham, Senior Vice President and Family Wealth Advisor at JL Bainbridge.With over two decades of experienc...
05/26/2026

Meet Joel G. Oldham, Senior Vice President and Family Wealth Advisor at JL Bainbridge.

With over two decades of experience, including roles at Charles Schwab and Morgan Stanley, Joel helps guide client portfolios and long-term decisions with a research-driven perspective as a member of the Investment Committee.

Learn more about Joel here: https://www.jlbainbridge.com/team-members/joel-oldham

Approaching Medicare eligibility and not sure where to start?Simplify your options and make confident decisions with gui...
05/14/2026

Approaching Medicare eligibility and not sure where to start?

Simplify your options and make confident decisions with guidance that aligns with your retirement strategy.

Learn more about our independent Medicare review service here: https://www.jlbainbridge.com/financial-planning

Tax season may be over, but the real opportunity starts now.If you’re not thinking about how your investments and income...
05/12/2026

Tax season may be over, but the real opportunity starts now.

If you’re not thinking about how your investments and income decisions impact next year’s tax bill, you could still be leaving money on the table.

Our latest FAQ breaks down what to watch for, so there are fewer surprises and more intentional planning ahead.

Read more here: https://www.jlbainbridge.com/blog-posts/jl-bainbridge-faqs-taxes

An evening designed to say thank you.Our Evening Beneath The Sea client celebration at Mote Sea Science Education Aquari...
05/08/2026

An evening designed to say thank you.

Our Evening Beneath The Sea client celebration at Mote Sea Science Education Aquarium brought together great conversation, immersive experiences, and a shared appreciation for the journey we’re on together.

Watching clients explore this remarkable new space while enjoying a one-of-a-kind evening made it truly special.

We’re grateful for the trust our clients place in us every day.
https://www.jlbainbridge.com/

A fiduciary standard isn’t just a label, it reflects a commitment to put your interests first in every recommendation an...
05/07/2026

A fiduciary standard isn’t just a label, it reflects a commitment to put your interests first in every recommendation and decision.

At JL Bainbridge, that responsibility guides how we advise, plan, and manage your assets- aligned with your goals, not ours.

Ready for advice built around you? Let’s start the conversation. https://www.jlbainbridge.com/contact-us

Address

1582 Main Street
Sarasota, FL
34236

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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