JB
Jeffrey H. Burg
ALPHATRUST ADVISORS
PHOENIX, AZ 85018
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CRD#: 3168645
JB
Jeffrey Howard BurgALPHATRUST ADVISORS
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Howard Burg's 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®
Experience
Current
June 29, 2026 - Present
ALPHATRUST ADVISORS
Office #1: 5141 North 40th Street Ste 400, Phoenix, AZ 85018RIA
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.
BD
CRD#: 39543
Phoenix, AZ
Past
November 8, 2007 - October 24, 2017
COREBRIDGE CAPITAL SERVICES, INC.
BD
CRD#: 13158
JERSEY CITY, NJ
Past
September 29, 2005 - October 31, 2007
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
SCOTTSDALE, AZ
Past
December 3, 2002 - March 1, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
May 14, 2002 - December 11, 2002
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
March 31, 1999 - May 12, 2000
THE ADVISORS GROUP, INC.
BD
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)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AA
ALPHATRUST ADVISORS
ALPHATRUST ADVISORS | ALPHATRUST ADVISORY GROUP, LLC
CRD#: 340962 / SEC#: 801-136389
RIA
Registered Investment Advisory firm - (6/5/2026 120-Day Approval)Loading...
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
7
SEC notice filing (2 States and Territories)
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.
