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Jerry Lee Bainbridge

J. L. Bainbridge & CO., Inc.

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About Jerry Lee Bainbridge

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.

Firm Information

Jerry Bainbridge is currently registered with J. L. Bainbridge & CO., Inc.. J. L. Bainbridge & CO., Inc. is an investment advisor based in Sarasota, FL. The firm provides financial planning and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1 billion in assets and has a team of four investment advisor representatives.
J. L. Bainbridge & CO., Inc.

1582 MAIN STREET

SARASOTA, FL 34236

$1.11B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jerry Bainbridge’s Registration & Firm History

FL

11/17/2021 - Present

J. L. Bainbridge & CO., Inc. (SARASOTA FL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Lee Bainbridge.
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