Jena Schuster, financial advisor San Clemente CA

Jena Schuster

CRD Number: 3070897
Current Firm: Ignite Planners LLC

Jena Schuster (CRD# 3070897) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Stonex Securities Inc. San Clemente, CA Apr 2019 - Current 4
Ignite Planners, LLC Mission Viejo, CA Nov 2017 - Current 6
Rincon Pacific Management, Inc. Mission Viejo, CA Aug 2017 - Nov 2022 5
Cetera Advisor Networks LLC El Segundo, CA Nov 2017 - Apr 2019 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2017 - Nov 2017 < 1
Girard Securities Inc. San Diego, CA Feb 2004 - Nov 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Jun 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jena E. Schuster
Phone Number: 619-504-1907
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    716
    MILLIONS
  • Total Number of Accounts
    3,503
    ACCOUNTS
  • Average Account Value
    $204,332
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MI, MO, MS, MT, NC, NV, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY

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