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Jack Charles Bixler

SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, South Carolina
SIE, Series 00, Series 1, Series 63, Series 6514 years registeredSANDLAPPER WEALTH MANAGEMENT, LLC
406 N. PLEASANTBURG DR, GREENVILLE, SC 29607CRD# 22331Firm CRD# 41534

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jack Charles Bixler · GREENVILLE, SC
Registration
CRD #22331 · SANDLAPPER WEALTH MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SANDLAPPER WEALTH MANAGEMENT, LLC
Jan 2015Dec 2020
GREENVILLE, SC
Jul 2012Dec 2014
GREENVILLE, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 00
Series 1
Series 63
Series 65
Registration record
First registered · July 27, 2012
Years registered · 14
03

Disclosure History

2019Customer Dispute·Pending
2019Customer Dispute·Settled
2017Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SANDLAPPER WEALTH MANAGEMENT, LLC
CRD 41534 · SEC 801-79219
AUM
$229M
Regulatory assets under management
Employees
17
1,009 client accounts
Services offered by SANDLAPPER WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Jack Charles Bixler offer?
Jack Charles Bixler specializes in Financial Planning, Investment Management, Wealth Management.
What are Jack Charles Bixler's credentials?
Jack Charles Bixler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack Charles Bixler located?
Jack Charles Bixler is based in GREENVILLE, South Carolina, last registered with SANDLAPPER WEALTH MANAGEMENT, LLC.
How does Jack Charles Bixler charge for services?
Jack Charles Bixler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDLAPPER WEALTH MANAGEMENT, LLC?
SANDLAPPER WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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