Unclaimed Profile

Joel Gordon Oldham

J. L. BAINBRIDGE & CO., INC.·SARASOTA, Florida

J. L. BAINBRIDGE & CO., INC.

1582 MAIN STREET, SARASOTA, FL 34236CRD# 2690996Firm CRD# 108058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Gordon Oldham · SARASOTA, FL

Registration

CRD #2690996 · J. L. BAINBRIDGE & CO., INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

J. L. BAINBRIDGE & CO., INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at J. L. BAINBRIDGE & CO., INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2690996

Firm CRD# 108058

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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