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Adam Dexter Jenkins

Southern Financial Group, LLC

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About Adam Dexter Jenkins

Adam Jenkins is a Registered Representative with Southern Financial Group, LLC and has been in the industry since 2014. Adam holds the Series 7TO and SIE licenses. Adam earned the Certified Financial Planner designation and also has the following specializations: Financial Planning, Portfolio Management for Individuals. Adam's firm, Southern Financial Group, LLC, specializes in providing financial planning, portfolio management for individuals and other advisory services to a wide range of clients including individuals, high net worth individuals, charitable organizations, and corporations. The firm has a strong focus on providing personalized and comprehensive financial solutions to its clients.

Firm Information

Adam Jenkins is currently registered with Southern Financial Group, LLC. Southern Financial Group, LLC is a Birmingham, Alabama-based investment advisory firm registered with the SEC. They manage approximately $854,835,245 in assets for 2,409 clients. Their services include financial planning, portfolio management for individuals, and consulting, tax preparation, and estate settlement services. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations.
Southern Financial Group, LLC

700 CORPORATE PARKWAY

BIRMINGHAM, AL 35242

$854.84M

Assets Under Management

Not reported

Total Clients

3

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.

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consulting, tax preparation, estate settlement services

Consulting, tax preparation, estate settlement services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Adam Jenkins’s Registration & Firm History

AL

07/24/2024 - Present

Southern Financial Group, LLC (BIRMINGHAM AL)

AL

03/01/2024 - 08/23/2024

TRIAD ADVISORS LLC (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 02/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Dexter Jenkins.
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