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Business Profile

Investment Management

J.L. Bainbridge & Company, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(941) 365-3435Write a Review

About

Overview

J.L. Bainbridge & Company, Inc.

1582 Main St

Sarasota, FL 34236

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

J.L. Bainbridge & Company, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

J.L. Bainbridge & Company, Inc. offers portfolio Management, IRA Strategies, Charitable Giving, and 401(k) Strategies.

BBB Accredited Since: 9/11/2024

Years in Business: 28

Products and Services

Financial and Health Care Planning, Portfolio Management, IRA Strategies, Charitable Giving, and 401(k) Strategies. JL Bainbridge is fee only Registered Investment Advisory.

Business Details

Local BBB:
BBB of West Florida
BBB File Opened:
5/9/2014
Business Started:
1/1/1998
Business Incorporated:
1/1/1998
Type of Entity:
Corporation
Business Management:
Mr. Jerry Bainbridge, CEO/Owner
Ms. Fay E. Bainbridge, Secretary/Treasurer
Mr. Joel Oldham, Senior Vice President
Mr. John Leeming II, President/COO

Additional Contact Information

Principal Contacts
Mr. Jerry Bainbridge, CEO/Owner
Mr. Joel Oldham, Senior Vice President
Mr. John Leeming II, President/COO
Customer Contacts
Mr. Jerry Bainbridge, CEO/Owner
Ms. Fay E. Bainbridge, Secretary/Treasurer
Mr. Joel Oldham, Senior Vice President
Mr. John Leeming II, President/COO
Ms. Yocasta Bauer, Client Service Specialist
Additional Phone Numbers
Other Phone: (800) 899-5171
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

301-5906500Website

BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

301-5906500Website

BBB records show a license number of SEC#: 801-55231 for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

800-7320330

BBB records show a license number of CRD#: 1899496 for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

800-7320330

Additional Information

Payment methods
  • Cash
  • Check
  • Invoice
Refund and Exchange Policy
The JL Bainbridge Promise: Payment of management is contingent upon the client's complete satisfaction.

Business Categories
Investment Management, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management, Trust Company, Portfolios

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