Unclaimed Profile

Joel Gordon Oldham

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

Series 7, Series 9, Series 10, Series 31, Series 63, Series 65Clean record21 years registeredJ. 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. · 21 years registered

Brand Profile

Not yet started

Career History

J. L. BAINBRIDGE & CO., INC.

May 2005 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · May 17, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J. L. BAINBRIDGE & CO., INC.

CRD 108058 · SEC 801-55231

AUM

$1.1B

Regulatory assets under management

Employees

1,882 client accounts

Services offered by J. L. BAINBRIDGE & CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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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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