JS
Jena E. Schuster
IGNITE PLANNERS LLC
San Clemente, CA 92672
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CRD#: 3070897
JS
Professional summary
Jena Elizabeth Schuster, who also goes by Jena Elizabeth Williams, is a registered financial advisor currently at IGNITE PLANNERS LLC located in San Clemente, California and STONEX SECURITIES INC. located in San Clemente, California.
Jena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jena has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jena Elizabeth Williams
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.NAME OF OTHER BUSINESS: SB WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2017 POSITION/TITLE/RELATIONSHIP: CHIEF INVESTMENT OFFICER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER, OFFER FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2009 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: IGNITE PLANNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: PARTNER START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ASSIST IN RUNNING RIA. 4. JETT AND JENA SCHUSTER 4 TURNBERRY DR, COTO DE CAZA, CA 92679 NATURE OF BUSINESS: COMMERCIAL BUILDING THAT RENTS TO MY S CORP-NO OTHER TENANTS IN THE SPACE. INVESTMENT RELATED: NO BUSINESS POSITION, TITLE OR ASSOCIATION: PROPERTY OWNER BUSINESS DUTIES: PROPERTY OWNER BUSINESS START DATE: 05/20/2020 APPROXIMATELY TWO HOURS PER MONTH ON THIS OBA WITH ZERO DURING MARKET HOURS. 5. NAME OF OTHER BUISNESS: N/A - RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: 73012 SKYWARD WAY, PALM DESERT, CA NATURE OF BUSINESS: HOME WAS PURCHASED TO USE AS A VACATION RENTAL HOME PRIMARILY THROUGH AIR BNB AND ZILLOW TO TENANTS FOR SHORT AND LONG TERM RENTAL PERIODS TITLE, POSITION, RELATIONSHIP TO OBA: OWNED THROUGH JETT AND JENA SCHUSTER FAMILY TRUST BUSINESS START DATE: APRIL 2020 HOURS/MONTH DEVOTED TO OBA: 5 HOURS HOURS DEVOTED TO OBA DURING TRADING: 0 HOURS BRIEF DESCRIPTION OF DUTIES: N/A 6. NAME OF OTHER BUISNESS: N/A - RENTAL PROPERTY - Knoxville TN Nature of Business: rental house where our son goes to college Investment Related: No Business Position: owner Business Duties: owner Business Start Date: 05/01/2023 Approximately 5 hours spent on this OBA monthly, with 0 during market hours. 7. TN rental apartments - 1509 Highland Ave Unit B105 and Unit A103 Nature of Business: collect rent, student housing for college students. Investment Related: No Business Position: owner Business Duties: owner of the units, no day-to-day duties Business Start Date: 02/20/2024 Approximately two hours spent on this OBA monthly, with zero during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jena Elizabeth Schuster'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®
NoneExperience
Current
January 28, 2019 - Present
IGNITE PLANNERS LLC
Office #1: 109 E. Escalones, San Clemente, CA 92672RIA
CRD#: 289797
San Clemente, CA
Current
April 1, 2019 - Present
STONEX SECURITIES INC.
Office #1: 109 E Escalones, San Clemente, CA 92672BD
CRD#: 18456
San Clemente, CA
Past
November 20, 2018 - November 28, 2022
SB WEALTH
RIA
CRD#: 108126
SAN CLEMENTE, CA
Past
November 1, 2017 - April 4, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SAN CLEMENTE, CA
Past
September 19, 2017 - April 4, 2019
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SAN CLEMENTE, CA
Past
June 30, 2005 - November 1, 2017
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
SAN DIEGO, CA
Past
April 12, 2005 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
SAN DIEGO, CA
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".
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC
CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - (11/13/2017 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(4/1/2019)
RR
Arkansas(4/1/2019)
IAR
California(1/28/2019)
RR
California(4/1/2019)
RR
Colorado(4/1/2019)
RR
Florida(4/1/2019)
RR
Georgia(1/2/2020)
RR
Hawaii(4/1/2019)
RR
Idaho(4/1/2019)
RR
Louisiana(1/2/2020)
RR
Missouri(1/3/2024)
RR
Montana(4/1/2019)
RR
Nevada(4/1/2019)
RR
New Jersey(4/1/2019)
RR
New Mexico(1/3/2024)
RR
New York(4/1/2019)
RR
North Carolina(4/12/2019)
RR
North Dakota(4/1/2019)
RR
Ohio(4/1/2019)
RR
Oregon(4/1/2019)
RR
Tennessee(4/1/2019)
RR
Texas(4/1/2019)
RR
Washington(4/1/2019)
RR
Wisconsin(1/3/2024)
RR
Wyoming(1/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC
CRD#: 289797 / SEC#: 801-112029
RIA
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Contact information
Main Address
109 E. Escalones, San Clemente, CA 92672
Mailing Address
Phone number
(619) 504-1907
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,892 |
| AUM (Assets Under Management) | $ 941,775,371 |
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.
Company Information
IGNITE PLANNERS LLC
CRD#: 289797San Clemente, CA 92672TRUST BUT VERIFY
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