Jerry has been helping clients build wealth since 1981, when he and his wife, Fay, founded J. L. Bainbridge & Company, Inc. A former AT&T executive, he took his personal success as a private investor and created a thriving professional money management and investment advisory firm that now manages $600 million for some 800 clients nationwide.
A graduate of Michigan State, he has a B.A. in honors with Mathematics. He also studied Finance at the University of Denver and Ohio State University graduate schools.
He and Fay remain actively involved in the business. They have two children and three grandchildren.
Fay Ellen BainbridgeSecretary/Treasurer
Fay co-founded the company with her husband, Jerry, three-plus decades ago and currently serves as its secretary and treasurer.
She has seen the organization grow to a staff of eight, steadily building clientele and meeting their needs with its founders’ proven conservative, disciplined program.
She and Jerry have two children and three grandchildren and reside on Longboat Key, Florida.
Joel G. OldhamSenior Vice President
Joel has been with J.L. Bainbridge since 2002, bringing the knowledge and experience he accumulated working with Morgan Stanley Dean Witter and Charles Schwab & Co., Inc.
As a senior vice president, he is responsible for prospective client identification and managing portfolios for a dedicated group of clients. He also serves as a member of the Investment Committee, participating in the identification and review of companies and instruments considered for investment.
Joel, who has a B.S. in Political Science from Arizona State University, lives in Lakewood Ranch with his wife and two daughters.
John Leeming CFP®Senior Vice President
John joined the firm in 2003, after a successful career as an independent financial advisor. A graduate of Brown University, he is a Certified Financial Planner (CFP®) who has been repeatedly recognized as one of Sarasota’s FIVE STAR Wealth Managers®.
As a senior vice president at J.L. Bainbridge, he is responsible for prospective client identification, as well as the management of portfolios for a dedicated group of clients. As a member of the investment committee, he participates in the identification and review of companies and instruments considered for investment.
John and his wife live on Siesta Key and raised their three grown sons in Sarasota.
D. Ryan Thompson CPAVice President
Robyn MesserOffice Manager
Jennifer ChauvelOperations/Compliance Manager
Danielle ChuekaClient Services