J.L. Bainbridge & Co., Inc. is an established, independent SEC-registered fee-only fiduciary investment adviser and retirement planning firm located on historic Main Street in Downtown Sarasota, Sarasota County, Florida. Founded in 1981 by Co-Founder and Chief Executive Officer Jerry L. Bainbridge and led alongside President, Chief Compliance Officer, and Family Wealth Advisor John B. Leeming, CFP®, the firm provides customized equity and fixed-income portfolio management, retirement cash-flow distribution planning, and multi-generational family wealth counseling to retirees across Downtown Sarasota, Bird Key, Longboat Key, Siesta Key, and Lakewood Ranch.
Official Verification Sources: SEC Investment Adviser Public Disclosure (J.L. Bainbridge & Co., Inc.); SEC IAPD Individual Profile (Jerry L. Bainbridge); SEC IAPD Individual Profile (John B. Leeming, CFP®); J.L. Bainbridge & Co., Inc. Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-55231; J.L. Bainbridge & Co., Inc. (CRD #108058) is an independent SEC-registered fee-only fiduciary Investment Adviser founded in 1981 and headquartered at 1582 Main St, Sarasota, FL 34236.
Issuer: CFP Board / SEC IAPD
Notes: Led by Co-Founder & CEO Jerry L. Bainbridge (CRD #1899496) and President, Chief Compliance Officer & Family Wealth Advisor John B. Leeming, CFP® (CRD #4572850).
Factual details and direct answers about J.L. Bainbridge & Co., Inc.'s services, licensing, and credentials.
What is J.L. Bainbridge & Co.'s SEC registration status in Downtown Sarasota?
Founded in 1981, J.L. Bainbridge & Co., Inc. is an independent, SEC-registered fee-only fiduciary Investment Adviser registered under CRD #108058 and SEC File #801-55231.
Who leads the advisory and financial planning team at J.L. Bainbridge & Co.?
The firm is led by Co-Founder and CEO Jerry L. Bainbridge (CRD #1899496) and President, Chief Compliance Officer, and Family Wealth Advisor John B. Leeming, CFP® (CRD #4572850), a Certified Financial Planner™ professional.
Where is J.L. Bainbridge & Co., Inc. located in Sarasota?
The firm's offices are located in the heart of Downtown Sarasota at 1582 Main Street, Sarasota, Florida 34236.
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