phone
941.365.3435
|
800.899.5171
emailinfo@jlbainbridge.com
location
1582 Main St, Sarasota, FL 34236

About Us

You’re successful. You’re "wealthy." Now what? You may not come from money, but you've worked hard and know that investing is a smart move. Where do you begin? Who can you trust? Don’t be embarrassed - managing new wealth can feel overwhelming. At JL Bainbridge, we simplify your next step, avoid unnecessary jargon, and focus on what matters most: your family.
For over four decades, we’ve worked with individuals and families not only to help preserve their wealth but to develop strategies designed to address individual circumstances as well as long- term plans. As a fee-only fiduciary and *SEC Registered Investment Advisor, we are legally and ethically committed to acting in your best interest. We are not compensated by commissions which helps align our interests with those of the clients we serve Our intension is to provide transparent, thoughtful advice tailored to your goals
Wealth management is more than numbers - it’s a relationship. Our mission is to help you make informed decisions that strengthen your financial health, guided by approachability, market knowledge, and a long-term vision. Our clients are smart, proactive individuals and families who want a partner to support them through every stage of their financial journey.
Contact JL Bainbridge today!A financial meeting taking place

Our Team

JL Bainbridge has helped guide clients on their unique financial paths for over 40 years. Behind every plan is a dedicated team of financial advisors, client services, and compliance experts all working together to put your goals first.

Jerry L. Bainbridge

CEO

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Fay Ellen Bainbridge

Secretary/Treasurer

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Yocasta Bauer

Client Services

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Jennifer Chauvel, IACCP®

Operations/Compliance Manager

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Danielle Chueka

Client Services Manager

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Lindsey Hilton

Client Services

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Dan Greenwald, CPA

Director of Operations

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John B. Leeming, CFP®

President and CCO

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Joel G. Oldham

Senior Vice President

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Lindsey Shamma

Client Services

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Ryan Thompson, CPA

Vice President

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Our Philosophy

Our investment strategy focuses on identifying growth companies with the potential for strong earnings, financial resilience, and the ability to thrive in changing markets. We take a long-term view, aiming to avoid unnecessary stress by investing in businesses we believe are built to weather short-term market swings, while recognizing that all investments carry risks.

Our investment decisions are guided by thorough research, investment team discussion and collective agreement of our investment committee. This approach helps us make thoughtful choices about the holdings we select for client portfolios.

What Makes Us Different

*The JLB Promise: At JL Bainbridge, we strive to provide transparent, uncomplicated financial guidance tailored to your family’s unique needs.  We won’t use big words to confuse you or push strategies that don’t align with your goals. As fee-only fiduciaries, we're required by law to act in your best interest, and our JLB Promise ensures you don't pay unless you’re completely satisfied with our services. Ultimately, we're here to help make sure your family’s interests always come first because "It's Your Future."

The JLB Promise:

As a new client, you won’t receive an invoice until we’ve worked together for six months. If you’re not satisfied, you don’t pay. If you’re happy, you’ll receive a straightforward, no-surprises invoice just twice a year, designed to be simple and easy to understand.

Our Unique Differences:‍

  • Fee-Only Fiduciaries: Weare compensated solely through client fees and receive no commissions. As Registered Investment Advisers we have a fiduciary obligation to act in our client's best interest and our fee structure is clearly disclosed.  
  • The JLB Promise: If you’re not satisfied with our service, we will refund your fee. It’s that simple.
  • Approachable Team: Our knowledgeable advisors simplify complex financial concepts, so you never feel embarrassed or out of your depth.
  • Family-Focused Values: We prioritize your family’s legacy, offering strategies that align with your goals.
  • Proven Experience: With over $1B AUM (as of 01/01/2025) and decades of experience, we've helped families pursue their financial goals across the nation.

Want to learn more about JL Bainbridge? Click here to schedule a meeting or take advantage of our free financial review for a confidential second opinion.

FAQs

How do I know if JL Bainbridge is the right fit?
If you want a trusted partner who listens, explains in plain English, and puts your best interests first, we may be the right fit. There’s no minimum net worth - just a commitment to your financial well-being.
What is the best way to get started?
The best way to start is to schedule a meeting where we can meet each other and get to know you, your financial situation, and goals. We believe in strong relationships and only move forward if you are completely comfortable.
I’m not sure how my current advisor and investments are doing - can you help?
Yes, we offer a free financial review and provide unbiased and confidential feedback. Perhaps you’re unsure about your fees, not getting personalized service, or simply want a second opinion. Whatever your reasons, we can help provide a second opinion. To schedule, click here.
Do you work with clients that are new to investing?
Yes, we work with clients that are new to investing, the children of our current clients and individuals and families that have received ‘sudden money’. We take pride in making complex concepts simple, so our clients feel informed and confident.
Do you work with clients outside of Florida?
Yes. While our office is in Sarasota, we serve clients across the U.S. and beyond, both virtually and in person.

Ready to get started?

Click here to schedule a meeting with JL Bainbridge.

*The JLB Promise provides a refund of advisory fees if a client is dissatisfied with the services received. This commitment does not serve to minimize investment risk, nor does it constitute a guarantee of investment performance.

Stated AUM reflects assets managed for current clients as of 01/01/2025 and is not an indicator of investment performance.

Any views and opinions expressed in this article are those of JL Bainbridge and are subject to change and reflect our judgment as of the publication date. Financial reviews are for informational/educational purposes only and do not constitute investment advice. Investment advice is only available to those who become a client.

*JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our Disclosure Brochure (ADV Part 2A), Privacy Notice, and Relationship Summary (Form CRS) at jlbainbridge.com or reference the SEC website for more information on the firm and its advisers at: https://adviserinfo.sec.gov/firm/summary/108058. Investing involves risk, including the potential loss of principal. Market conditions and events can cause stock prices to fluctuate rapidly and unpredictably. Past performance is not indicative of future results.