Jena
Schuster
Ignite Planners LLC
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About this Advisor
Jena Schuster is a financial advisor who works in San Clemente, California with 4 years of relevant experience. Schuster is currently employed by Ignite Planners LLC. During their career, Schuster has held roles at Cetera Advisor Networks LLC, Ignite Planners, LLC, Rincon Pacific Management, Inc, Sa Stone Wealth Management Inc and Girard Securities Inc. Schuster has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in California. Ignite Planners LLC is a business operating out of San Clemente, CA. The company has offices in six locations and a total of 29 people on staff. It manages $686 million in total assets among its 3,084 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 3,084 customer accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. Ignite Planners LLC performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees are based on which services are offered. Fee types billed by Ignite Planners LLC may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ignite Planners LLC Brokerage Details
$686,344,000
29
3,084
$222,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jena Schuster Work History
Jena has been registered as a financial advisor for 4 years.*
Sa Stone Wealth Management Inc
Ignite Planners, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Rincon Pacific Management, Inc
Girard Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jena Schuster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ignite Planners LLC
South Jordan, UT
South Jordan, UT
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
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