# Joel Oldham

> Joel Oldham is a fee-only financial advisor at JL Bainbridge in Sarasota, Florida. Joel focuses on estate & legacy planning and retirement planning. JL Bainbridge reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-oldham/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JL Bainbridge
- **Based in:** Sarasota, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.37B across 2,070 accounts
- **Specialties:** Estate & legacy planning, Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 2690996 (https://adviserinfo.sec.gov/individual/summary/2690996)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1996), Series 65 (2005)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.jlbainbridge.com

## Frequently asked questions

### Is Joel Oldham a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and JL Bainbridge reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joel charge for financial advice?

Joel's firm, JL Bainbridge, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joel Oldham based?

Joel Oldham is based in Sarasota, Florida.

### What does Joel specialize in?

Joel's specialties include estate & legacy planning and retirement planning. Joel works with multi-generational families.

### Is Joel Oldham registered with the SEC?

Yes. Joel Oldham is registered as an investment adviser representative in FL and TX (CRD 2690996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JL Bainbridge manage?

JL Bainbridge reports $1.37B across 2,070 accounts in assets under management.

### How do I contact Joel Oldham?

Through Joel's website, www.jlbainbridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2690996): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jlbainbridge.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.