![Joel Oldham, financial advisor Sarasota FL](/img/ws/profile-blank-sq.png)
Joel Oldham (CRD# 2690996) is an Investment Advisor Representative working at J. L. Bainbridge & Company, Inc. in Sarasota, FL and has over 28 years of experience in the finance industry.
![Angela Wentz, financial advisor Sarasota FL](/img/ws/profile-blank-sq.png)
CRD# 6120456
Sage Wealth Consulting, LLC
![Scott Aabel, financial advisor Sarasota FL](/img/ws/profile-blank-sq.png)
CRD# 1493667
Spire Wealth Management, LLC
![Peter Abbott, financial advisor Sarasota FL](/img/ws/profile-blank-sq.png)
CRD# 5983189
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Bainbridge J L & Co Inc. | Sarasota, FL | Feb 2002 - Current | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1996 |
S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- FL
- TX
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Total Assets Under Management964MILLIONS
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Total Number of Accounts1,870ACCOUNTS
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Average Account Value$515,258
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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