JLB team member

Joel G. Oldham

Senior Vice President

Family Wealth Advisor


Joel has been with J.L. Bainbridge since 2002, bringing the knowledge and experience he accumulated working with Morgan Stanley Dean Witter and Charles Schwab & Co., Inc. As a senior vice president, he is responsible for prospective client identification and managing portfolios for a dedicated group of clients. He also serves as a member of the Investment Committee, participating in the identification and review of companies and instruments considered for investment. Joel, who has a B.S. in Political Science from Arizona State University, lives in Lakewood Ranch with his wife and two daughters.