JB
Jeffrey H. Burg
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Phoenix, AZ 85018
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CRD#: 3168645
JB
Professional summary
Jeffrey Howard Burg, AIF® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Phoenix, Arizona and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Phoenix, Arizona.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 30/TRADING. 11/01/17. 2. ALPHATRUST INSURANCE SERVICES LLC, 5141 N 40TH ST STE 400, PHOENIX, AZ, 11/01/2017 INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 8/WK - 4/TRADING. 3. METIS LIMITED COMPANY, 7025 E VIA SOLERI DR,#4049 SCOTTSDALE, AZ, 1/05/2017 AS MANAGER, CONSULTING SERVICES FOR CHARITIES AND FOUNDATIONS. NIR - 5/YR - 0/TRADING. 4. THE SOL DEVILS, 6730 N SCOTTSDALE RD #250, SCOTTSDALE, AZ, 8/2014, AS BOARD MEMBER, NIR, 20HRS/YR, 0HRS/TRADING. 5. ARIZONA STATE UNIVERSITY SUN DEVIL CLUB, TEMPE, AZ, 3/01/2015 AS BOARD MEMBER OF BOOSTER ORGANIZATION. NIR - 5/YR - 0/TRADING. 6. ASPIRING YOUTH ACADEMY, 4400 N SCOTTSDALE RD, STE 9818, SCOTTSDALE, AZ, 7/01/2017 AS PRESIDENT OF NON-PROFIT YOUTH DEVELOPMENT ACADEMY. NIR - 5/MO - 0/TRADING. 7. ALPHATRUST ADVISORS LLC, 5141 N 40TH ST STE 400, PHOENIX, AZ, 01/01/2020. MEMBER, PROVIDES BUSINESS SUPPORT SERVICES. INV REL-10/MO-0/TRADING. 8. ALPHATRUST TAX SERVICES LLC, 5141 N 40TH ST STE 400, PHOENIX, AZ, 01/2020. PRINCIPAL, TAX PLANNING AND PREPARATION. NIR-10/WK-5/TRADING. 9. ALPHATRUST SERVICES LLC, 5141 N 40TH ST STE 400, PHOENIX, AZ, 01/2020. HOLDING COMPANY,TO PROVIDE TAX AND LEGAL LIABILITY. NIR-2/YR-0/TRADING. 10. TBD, 5141 N 40TH ST, STE 400, PHOENIX, AZ, NON-ATTORNEY OWNERSHIP IN LAW FIRM, 01/04/21, NIR, 4/MO- 2/TRADING 11. SUN ANGEL COLLECTIVE / 5141 N 40th St, Ste 400, Phoenix AZ 85018 / 05/01/2022 / NIR / PRESIDENT - COLLECTIVE PROVIDES AND CONNECTS ASU STUDENT ATHLETES TO NIL DEALS AND COMMUNITY OUTREACH / 8 HR/MO - 1 HR/MO TRADING 12. FOUNDATION FOR FINANCIAL EDUCATION, 5141 N 40th St, Ste 400, Phoenix AZ 85018, United States, 05/01/2023, President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO - 2 HR/MO TRADING 13. ASPIRING YOUTH ACADEMY, 4400 North Scottsdale Road Suite 9818, Scottsdale AZ 85251, United States, START DATE 07/2017, President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO, 0 HR/MO TRADING.
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
May 4, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 5141 N 40th St., Ste 400, Phoenix, AZ 85018RIA
CRD#: 134139
Phoenix, AZ
Current
November 1, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 5141 N 40th St. Ste. 400, Phoenix, AZ 85018BD
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
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/1/2017)
RR
Georgia(6/4/2025)
RR
New Jersey(4/26/2024)
RR
Texas(4/26/2022)
IAR
Texas(5/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
