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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

J.L. Bainbridge

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United States
Sarasota, FL
J.L. Bainbridge

You’ve worked hard for your success—now let your wealth work for you. No commissions, no hidden agendas—just advice tailored to you. However, J.L.

JL Bainbridge provides transparent, jargon-free financial guidance to help you grow and protect your wealth. Disclosure: This material is intended for educational and informational purposes only. It is not intended to provide specific advice or recommendations for any individual. Additionally, you should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. The v

iews expressed in the material are that of the author and do not necessarily reflect those of any market, regulatory body, State or Federal Agency, Association. All efforts have been made to report or share true and accurate information. Bainbridge & Company, Inc., is unable to verify the content and the content is subject to change and become materially inaccurate without notice. For additional information about J.L. Bainbridge & Company, Inc., (CRD # 108058) please visit the SEC Website at www.adviserinfo.sec.gov. For a copy of the firms ADV Part 2 Brochure and or Form CRS, please contact us at 941-365-3435. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Although we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Please honor our request to limit your posts to industry-related educational information and comments. It should neither be assumed that future results will be as profitable or that a loss could not be incurred.

09/03/2026

Where we’ve been. Where we are. Where we’re going.

What started JL Bainbridge, what has shaped us along the way, and what’s ahead? In this video, we take a look at our firm’s past, present, and future- and the values that continue to guide how we serve our clients.

Watch the video to learn more about the JL Bainbridge story:
https://jlbainbridge.com/insights/jl-bainbridge-jlb-past-present-and-future/

09/01/2026

Life doesn’t always follow the plan. Your financial plan shouldn’t either.

Marriage, a new career, a growing family, retirement, or other major life changes can shift your financial priorities. A plan that evolves with you can help keep your goals, and your finances, moving in the right direction.

Is your financial plan keeping up with your life? Read our latest insights: https://jlbainbridge.com/insights/when-life-changes-so-should-your-financial-plan/

08/27/2026

Confused by terms like diversification, volatility, or asset allocation? You're not alone.

We've simplified 10 common investing terms to help you feel more confident when considering your financial future.

Read the guide: https://jlbainbridge.com/insights/investing-101-a-no-jargon-guide-to-growing-your-wealth/

08/25/2026

Meet the Team: Ryan Thompson, CPA

Ryan Thompson, CPA, serves as Vice President and Family Wealth Advisor at JL Bainbridge, helping individuals and families navigate investment management, financial planning, and tax-smart strategies with confidence.

His thoughtful, client-first approach reflects our commitment to delivering personalized guidance every step of the way.

Learn more about Ryan here: https://jlbainbridge.com/our-team/ryan-thompson/

08/20/2026

Choosing a financial advisor isn't always just about finding the lowest fee- it's about finding the right partner. Look beyond the cost to the experience, resources, and personalized guidance that can help connect the dots for you and your family's financial future.

Learn more: https://jlbainbridge.com/investing/

08/18/2026

JL Bainbridge was honored to be part of the Syrian Lebanese American Club Conference in Orlando, with Joel Oldham and Dan Greenwald representing our team.

We're grateful for the opportunity to speak, connect with attendees, and contribute to such a meaningful event.

Thank you to the Syrian Lebanese American Club for your exceptional hospitality and for bringing together such a vibrant and engaged community. https://jlbainbridge.com/

08/13/2026

What gives you confidence in your investment strategy? A disciplined process can help. Our philosophy is rooted in identifying resilient, growth-oriented companies through in-depth research, collaborative analysis, and a long-term perspective that aims to navigate changing markets.

Learn more about our investment philosophy: https://jlbainbridge.com/investing/

08/11/2026

Major life changes- like marriage, a new baby, changing jobs, or retirement- can have a big impact on your financial plan. Our latest FAQ highlights key considerations to help you stay on track through life's transitions.

Read more: https://jlbainbridge.com/insights/jl-bainbridge-faqs-major-life-changes/

08/07/2026

We're proud to share that JL Bainbridge has been ranked #309 in the Financial Advisor 2026 RIA Survey & Ranking. This annual ranking recognizes independent registered investment advisory firms based on assets under management (AUM), highlighting firms that have demonstrated growth and a commitment to serving clients.

This recognition reflects the trust our clients place in us, the dedication of our team, and our ongoing commitment to providing personalized financial guidance. Thank you to our clients and colleagues for being part of this achievement. https://jlbainbridge.com/

Disclosure- Ranked #309 (of firms with $1B+ AUM) in Financial Advisor magazine's 2026 RIA Ranking, published July 2026, based on year-end 2025 AUM (~$1.37B) as reported to FA magazine. No compensation was provided or received in connection with this ranking. Ranking reflects AUM only, not performance or client experience, and does not guarantee future results.

08/06/2026

Joel Oldham and Dan Greenwald were delighted to represent JL Bainbridge at the Syrian Lebanese American Club Conference in Orlando.

It was an honor to be invited to speak and connect with so many wonderful people. We truly appreciate the opportunity to share our perspective and be part of such a meaningful event.

Thank you to the Syrian Lebanese American Club for your warm hospitality and for bringing together such an engaged and welcoming community. https://jlbainbridge.com/

Address

1582 Main Street
Sarasota, FL
34236

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://jlbainbridge.com/

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