Jeffrey Howard Burg

Employer firm

Alphatrust Advisors CRD 340962

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 06/2026
  Cambridge Investment Research, Inc.
  Phoenix, AZ
• 05/2022 → 06/2026
  Cambridge Investment Research Advisors, Inc.
  Phoenix, AZ
• 06/2026 → Present
  Alphatrust Advisory Group, Llc D/B/A Alphatrust Advisors
  Phoenix, AZ
• 10/2007 → 10/2017
  Aig Capital Services, Inc.
  Woodland Hills, CA

Previous Registrations

• 2022-05-04 → 2026-07-06
  Cambridge Investment Research Advisors, Inc.
  Phoenix, AZ

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-24
• S63 Uniform Securities Agent State Law Examination
  1999-01-20