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AJ

Adam D. Jenkins

SOUTHERN FINANCIAL GROUP
Birmingham, AL 35242
Some features on this profile are disabled
CRD#: 6550197
AJ

Professional summary

Adam Dexter Jenkins, who also goes by Dexter Jenkins, is a registered financial advisor currently at SOUTHERN FINANCIAL GROUP, LLC located in Birmingham, Alabama and OSAIC WEALTH, INC. located in Birmingham, Alabama.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Adam has worked at 3 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dexter Jenkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Dexter Jenkins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 24, 2024 - Present

SOUTHERN FINANCIAL GROUP, LLC

Office #1: 700 Corporate Parkway, Birmingham, AL 35242
RIA
CRD#: 142644
Birmingham, AL
Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 700 Corporate Parkway, Birmingham, AL 35242
RIA
BD
CRD#: 23131
BIRMINGHAM, AL
Past

March 1, 2024 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
BIRMINGHAM, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SOUTHERN FINANCIAL GROUP, LLC
SOUTHERN FINANCIAL GROUP, LLC

CRD#: 142644 / SEC#: 801-67489

RIA
Registered Investment Advisory firm - (2/9/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(7/24/2024)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 2/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/15/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SF
SOUTHERN FINANCIAL GROUP, LLC
SOUTHERN FINANCIAL GROUP, LLC

CRD#: 142644 / SEC#: 801-67489

RIA
Registered Investment Advisory firm - (2/9/2007 Approved)
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Contact information

Main Address
700 Corporate Parkway, Birmingham, AL 35242
Mailing Address
Phone number
(205) 383-1415
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOUTHERN FINANCIAL GROUP, LLC ADV COMPLETE BROCHURE (2/26/2026)

Regulatory assets under management

Total Number of Accounts2,597
AUM (Assets Under Management)$ 1,050,139,365

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOUTHERN FINANCIAL GROUP, LLC

CRD#: 142644Birmingham, AL 35242

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