A complete list of active advisors currently associated with J. L. Bainbridge & Co., Inc.
Warmer can help you find a great advisor at J. L. Bainbridge & Co., Inc. or one who fits your needs even better.
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, and has recently added services aimed at social media influencers. The firm also offers held‑away retirement account management and provides Medicare insurance analytics through a third‑party partner at no charge to clients. Its investment programs center on conservative growth in established U.S. companies and a fixed‑income strategy combining bonds, ETFs, mutual funds, CDs and treasuries, with ETF exposure used to access sectors or themes. The firm also employs a covered‑call options overlay, may manage accounts with margin or pledged assets, and uses held‑away platforms to implement discretionary trading for employer‑sponsored accounts. Noteworthy features relative to peers include managing over $1 billion with six advisors, which yields a relatively high AUM per advisor, and a disclosed past registration oversight involving a supervised person that was corrected. The firm also documents the use of employee endorsements/promoters in its marketing and maintains niche offerings — such as influencer-focused advisory support and held‑away retirement account services — that are less common among similar team firms.
To learn more about the advisors currently working at J. L. Bainbridge & Co., Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sarasota, FL
| 35
| |
Sarasota, FL
| 0
| |
Sarasota, FL
| 1
| |
Sarasota, FL
| 21
| |
Sarasota, FL
| 20
| |
Sarasota, FL
| 7
|
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