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JB

Jeffrey Howard Burg

AIF®
ALPHATRUST ADVISORS
PHOENIX, AZ
·CRD# 3168645·27 years experience

Professional Summary

Jeffrey Howard Burg, AIF® is a registered financial advisor currently at ALPHATRUST ADVISORS located in Phoenix, Arizona. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

27 years in the financial services industry

Current & Past Employments

Current

ALPHATRUST ADVISORSCurrent·CRD# 340962
RIA
5141 North 40th Street Ste 400, Phoenix, AZ 85018
June 29, 2026 - Present

Past

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Past·CRD# 134139
RIA
Phoenix, AZ
May 4, 2022 - July 6, 2026
CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
BD
Phoenix, AZ
November 1, 2017 - July 6, 2026
COREBRIDGE CAPITAL SERVICES, INC.Past·CRD# 13158
BD
Jersey City, NJ
November 8, 2007 - October 24, 2017
TRANSAMERICA INVESTORS SECURITIES, LLCPast·CRD# 32205
BD
Scottsdale, AZ
September 29, 2005 - October 31, 2007
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
St. Louis, MO
December 3, 2002 - March 1, 2004
KEYBANC CAPITAL MARKETS INC.Past·CRD# 566
BD
Cleveland, OH
May 14, 2002 - December 11, 2002
THE ADVISORS GROUP, INC.Past·CRD# 14035
BD
Bethesda, MD
March 31, 1999 - May 12, 2000

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Current Firm

AA
ALPHATRUST ADVISORS

ALPHATRUST ADVISORS | ALPHATRUST ADVISORY GROUP, LLC

CRD#: 340962 / SEC#: 801-136389
RIA
Registered Investment Advisory firm - SEC (6/5/2026 Approved)

Contact Information

Main Address

5141 North 40th Street Ste 400, Phoenix, AZ 85018

Phone Number

(480) 681-0200

# of Employees

7

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALPHATRUST ADVISORY GROUP, LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

210

AUM (Assets Under Management)

$113,107,271

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) AlphaTrust Insurance Services, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 2) AlphaTrust Tax Services, LLC; Not investment-related; Same address; President; Tax and accounting services; Approx. 10% of time during the month. 3) AlphaTrust Billing, LLC; Not investment-related; Same address; Billing and administrative services; President; Oversight of billing operations, financial administration; Less than 5% of time during the month. 4) AlphaTrust Management, LLC; Not investment-related; Same address; Management and administrative services company; President; Executive oversight, financial management; Less than 5% of time during the month. 5) Aspiring Youth Academy; Not investment-related; Same address; Nonprofit organization; President and Board Member; Board leadership, governance oversight, strategic direction; Less than 5% of time during the month. 6) Foundation for Financial Education; Not investment-related; Same address; Nonprofit organization; President and Board Member; Board leadership, governance oversight, strategic direction; Less than 5% of time during the month. 7) State Funding Devils; Not investment-related; Same address; Nonprofit organization; Board Member; Governance oversight, strategic direction, participation in board meetings; Less than 5% of time during the month. 8) Sun Angel Collective; Not investment-related; Same address; Nonprofit organization; Chairman of the Board; Governance oversight, strategic direction, administrative supervision; Less than 5% of time during the month. 9) Sun Angel Foundation; Not investment-related; Same address; Nonprofit organization; Board Member; Governance oversight, strategic direction, administrative supervision; Less than 5% of time during the month. 10) AlphaTrust Advisory Holdings, LLC; Not investment-related; Same address; Holding Company; President; Executive oversight and supervision of affiliated entities; Less than 5% of time during the month. 11) Stingray Holdings, LLC; Not investment-related; Same address; Holding Company; President; Executive oversight and supervision of affiliated entities; Less than 5% of time during the month. 12) AlphaTrust IP Holdings, LLC; Same address; Holding Company; President; Oversight of intellectual property assets and licensing arrangements with affiliated entities; Less than 5% of time during the month. 13) AlphaTrust Management, LLC Not investment-related; Same address; Holding Company; President; Executive oversight and supervision of affiliated entities; Less than 5% of time during the month. 14) AlphaTrust Services, LLC; Not investment-related; Same address; Holding Company; President; Oversight of ownership interests and related governance matters; Less than 5% of time during the month. 15) AlphaTrust Services Holdings, LLC; Not investment-related; Same address; Holding Company; President; Executive oversight and supervision of affiliated entities; Less than 5% of time during the month.

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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".
AA
ALPHATRUST ADVISORS

ALPHATRUST ADVISORS | ALPHATRUST ADVISORY GROUP, LLC

CRD#: 340962 / SEC#: 801-136389
RIA
Registered Investment Advisory firm - SEC (6/5/2026 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.
IAR
Arizona
(6/29/2026)
IAR
Texas
(6/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2023About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1999About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2019About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Howard Burg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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