Joel Oldham
JL Bainbridge · Sarasota, Florida
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | JL Bainbridge |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.37B across 2,070 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 2690996 |
| Exams passed | Series 63 (1996) · Series 65 (2005) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.jlbainbridge.com |
| Profile |
How Joel's firm compares
- JL Bainbridge's average account is about $662,000, from its Form ADV (assets managed divided by 2,070 accounts).
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Questions about Joel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- JL Bainbridge website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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