Jeffrey H. Burg

ALPHATRUST ADVISORS

PHOENIX, AZ 85018

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CRD#: 3168645

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

Aliases

None

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 Jeffrey Howard Burg'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 29, 2026 - Present

ALPHATRUST ADVISORS

Office #1: 5141 North 40th Street Ste 400, Phoenix, AZ 85018

RIA

CRD#: 340962

PHOENIX, AZ

Past

May 4, 2022 - July 6, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Phoenix, AZ

Past

November 1, 2017 - July 6, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Phoenix, AZ

Past

November 8, 2007 - October 24, 2017

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

September 29, 2005 - October 31, 2007

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

SCOTTSDALE, AZ

Past

December 3, 2002 - March 1, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

May 14, 2002 - December 11, 2002

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

March 31, 1999 - May 12, 2000

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

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

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

State Security Law Exam

IAR

Series 66

Date: 1/24/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/20/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/11/2019

General Securities Principal Examination

Current Firm

ALPHATRUST ADVISORS

ALPHATRUST ADVISORS | ALPHATRUST ADVISORY GROUP, LLC

CRD#: 340962 / SEC#: 801-136389

RIA

Registered Investment Advisory firm - (6/5/2026 120-Day Approval)

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Contact information

Main Address

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

Mailing Address

Phone number

(480) 681-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALPHATRUST ADVISORY GROUP, LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/8/2026)

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey H. Burg

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

COREBRIDGE CAPITAL SERVICES, INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

KEYBANC CAPITAL MARKETS INC.

THE ADVISORS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2023

Series 63

Date: 1/20/1999

SIE

Date: 10/1/2018

Series 7

Date: 1/18/1999

Series 24

Date: 4/11/2019

Current Firm

ALPHATRUST ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ALPHATRUST ADVISORS

TRUST BUT VERIFY

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