Unclaimed
Jerry Bainbridge is a registered investment advisor representative associated with J. L. Bainbridge & CO., Inc. Jerry has been in the industry since at least June 1997 and has passed the Series 63, Series 65, and Series 2 exams. Jerry has experience with both individual and business portfolio management as well as financial planning. J. L. Bainbridge & CO., Inc. is a Sarasota, FL based investment advisory firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
FL
11/17/2021 - Present
J. L. Bainbridge & CO., Inc. (SARASOTA FL)
IA
Issued 06/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1991
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Jerry Bainbridge is the right advisor for you? Invested Better is here to help.