Unclaimed Profile

Jena Elizabeth Schuster

IGNITE PLANNERS LLC·SAN CLEMENTE, California

SIE, Series 7, Series 63, Series 6621 years registeredIGNITE PLANNERS LLC

109 E. ESCALONES, SAN CLEMENTE, CA 92672CRD# 3070897Firm CRD# 289797

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jena Elizabeth Schuster · SAN CLEMENTE, CA

Registration

CRD #3070897 · IGNITE PLANNERS LLC · 21 years registered

Brand Profile

Not yet started

Career History

IGNITE PLANNERS LLC

Jan 2019 – present

SB WEALTH

Nov 2018 – Nov 2022

SAN CLEMENTE, CA

CETERA ADVISOR NETWORKS LLC

Sep 2017 – Apr 2019

SAN CLEMENTE, CA

GIRARD SECURITIES, INC.

Jun 2005 – Nov 2017

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 30, 2005

Years registered · 21

Disclosure History

2012Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

IGNITE PLANNERS LLC

CRD 289797 · SEC 801-112029

AUM

$716M

Regulatory assets under management

Employees

3,503 client accounts

Services offered by IGNITE PLANNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IGNITE PLANNERS LLC →

Introduction

Speak with Jena

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jena is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN CLEMENTE?

Browse all registered financial advisors in SAN CLEMENTE, California or claim this profile if it's yours.

Browse SAN CLEMENTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jena Elizabeth Schuster offer?

Jena Elizabeth Schuster specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN CLEMENTE, California for a consultation.

What are Jena Elizabeth Schuster's credentials?

Jena Elizabeth Schuster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jena Elizabeth Schuster located?

Jena Elizabeth Schuster is based in SAN CLEMENTE, California, working with IGNITE PLANNERS LLC. Their office serves clients in the SAN CLEMENTE metropolitan area and surrounding communities.

How does Jena Elizabeth Schuster charge for services?

Jena Elizabeth Schuster's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IGNITE PLANNERS LLC?

IGNITE PLANNERS LLC has approximately 31 employees and manages $716M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →