J. L. Bainbridge & Co., Inc.

Daniel Greenwald is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding a Series 65 license and two years of industry experience. His prior roles include positions at MN8 Energy LLC, The Goldman Sachs Group Inc, and Deloitte & Touche LLP. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with specialized services for social media influencers. The firm’s investment approach emphasizes conservative growth in established U.S. companies and a fixed-income strategy using bonds, ETFs, mutual funds, and treasuries, supplemented by options overlays and held-away retirement account management.

Jerry Bainbridge is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding Series 63 and Series 65 designations with 34 years of industry experience. He has worked at J. L. Bainbridge & Co., Inc. since 1997. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with a recent focus on services for social media influencers. The firm emphasizes conservative growth through established U.S. companies and fixed-income strategies, offering specialized services including held-away retirement account management and Medicare insurance analytics.

John Leeming II is a CFP® professional with 21 years of industry experience. He is currently with J. L. Bainbridge & Co., Inc., where he has worked since 2003. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning services to individuals, high-net-worth clients, pension plans, 401(k) participants, and social media influencers. The firm focuses on conservative growth through established U.S. companies and a fixed-income strategy, offering specialized services such as held-away retirement account management and Medicare insurance analytics.

Lindsey Colaco is a financial advisor at J. L. Bainbridge & Co., Inc. with a Series 65 credential and four years of industry experience. Before joining J. L. Bainbridge & Co., she worked at RBC Capital Markets for two years and has taught yoga at Thavma Yoga for six years. Outside of finance, she is a yoga instructor at Thavma Yoga, where she teaches weekly classes. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning services to individuals, high-net-worth clients, pension plans, and 401(k) participants, including specialized services for social media influencers. The firm focuses on conservative growth through established U.S. companies and a fixed-income strategy, employing a covered-call options overlay and managed held-away platforms.

Joel Oldham is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Bainbridge J L & Co Inc since 2002. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with recent services added for social media influencers. The firm focuses on conservative growth investments and fixed-income strategies, managing over $1 billion across six advisors.

David Thompson is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding a Series 65 designation and seven years of industry experience. He has worked at J. L. Bainbridge & Company since 2017 and previously held roles at Wealth Pro Advisors and Cavanaugh & Company LLP. J. L. Bainbridge & Co., Inc. offers discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, including specialized services for social media influencers. The firm focuses on conservative growth investing in established U.S. companies and fixed-income strategies, employing a covered-call options overlay and held-away retirement account management.