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Joel Gordon Oldham

J. L. BAINBRIDGE & CO., INC.·SARASOTA, Florida
Unclaimed Profile
1582 MAIN STREET, SARASOTA, FL 34236CRD# 2690996Firm CRD# 108058
01

About

Joel Gordon Oldham is a registered financial advisor based in SARASOTA, Florida, affiliated with J. L. BAINBRIDGE & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
J. L. BAINBRIDGE & CO., INC.
J. L. BAINBRIDGE & CO., INC.
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at J. L. BAINBRIDGE & CO., INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2690996
Firm CRD# 108058
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel Gordon Oldham offer?
Joel Gordon Oldham specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SARASOTA, Florida for a consultation.
What are Joel Gordon Oldham's credentials?
Joel Gordon Oldham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Gordon Oldham located?
Joel Gordon Oldham is based in SARASOTA, Florida, working with J. L. BAINBRIDGE & CO., INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Joel Gordon Oldham charge for services?
Joel Gordon Oldham's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J. L. BAINBRIDGE & CO., INC.?
J. L. BAINBRIDGE & CO., INC. has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SARASOTA
David Ryan Thompson — J. L. BAINBRIDGE & CO., INC.Joseph Patrick Walsh — WALSH & ASSOCIATES, LLCRobert Eric Rice — EULAV ASSET MANAGEMENTPhillip Quinn Couture — COUTURE FINANCIAL INC.Justin Bailey — MONORAIL SECURITIES LLC
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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