Dear Friends,
I’m honored to share that I’ve been recognized as a Five Star Wealth Manager for the 8th consecutive year.
This award recognizes wealth management professionals who meet rigorous evaluation criteria, including client retention, industry experience, and regulatory history. While I’m grateful for the recognition, what means the most to me are the relationships behind it.
Since joining JL Bainbridge in 2002, I’ve had the pleasure of working with wonderful individuals and families, many of whom I’ve known for decades. Helping you navigate life’s financial decisions and celebrate milestones has been an incredibly rewarding part of my career.
I’m equally grateful to be part of the Sarasota community, where so many professional relationships have grown into lasting friendships.
Thank you for your continued friendship and the opportunity to be part of your lives. It’s a privilege I never take for granted.
Warm Regards,
Joel Oldham
Disclosure
Any views and opinions expressed in this article are those of JL Bainbridge &Co., Inc. and are subject to change and reflect our judgment as of the publication date. This content is for general educational purposes only and should not be considered personalized investment advice. Specific recommendations and investment advice are only provided to clients pursuant to a written advisory agreement.
JL Bainbridge will not share your account or personal information with family members without your authorization. Likewise, family members attending a meeting do not become clients of JL Bainbridge unless they enter into their own advisory agreement.
JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our ADV part 2A Disclosure Brochure, Privacy Notice, and Relationship Summary (Form CRS) at www.jlbainbridge.com or reference the SEC website for more information on the firm and its advisers at: https://adviserinfo.sec.gov/firm/summary/108058.
Investing involves risk, including the potential loss of principal. Market conditions and events can cause stock prices to fluctuate rapidly and unpredictably. Past performance is not indicative of future results. BLG26
The Five-Star Wealth Manager award is issued by Five Star Professional (FSP), an independent research firm not affiliated with JL Bainbridge. Candidates are evaluated on objective criteria — regulatory and complaint history, client retention, firm review, and peer/leadership review — based on a self-completed questionnaire; no client survey was used. This rating covers the period 02/18/2026–07/31/2026 and was issued 09/01/2026. It is a point-in-time assessment, not an evaluation of ongoing services or investment advice quality, is not indicative of future performance, and does not represent any one client’s experience. Award recipients paid FSP a fee for use of marketing materials; no fee was paid for consideration or selection.