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Jena Elizabeth Schuster

Ignite Planners LLC

San Clemente, CA

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Current Employers
Ignite Planners Llc

109 E. Escalones, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-28
  • CA RA
    APPROVED
    Since 2019-01-28

Branch Locations

109 E. Escalones, San Clemente, CA 92672 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Securities Inc. San Diego CA 02/2004 11/2017
Cetera Advisor Networks Llc El Segundo CA 11/2017 04/2019
Cetera Advisor Networks Llc El Segundo CA 09/2017 11/2017
Ignite Planners, Llc Mission Viejo CA 11/2017 Present
Rincon Pacific Management, Inc. Mission Viejo CA 08/2017 11/2022
Stonex Securities Inc. San Clemente CA 04/2019 Present
  • 02/2004 → 11/2017
    Girard Securities Inc.
    San Diego, CA
  • 11/2017 → 04/2019
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2017 → 11/2017
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2017 → Present
    Mission Viejo, CA
  • 08/2017 → 11/2022
    Rincon Pacific Management, Inc.
    Mission Viejo, CA
  • 04/2019 → Present
    Stonex Securities Inc.
    San Clemente, CA
Previous Registrations
  • 2018-11-20 → 2022-11-28
    Sb Wealth
    San Clemente, CA
  • 2017-09-19 → 2019-04-04
    Cetera Wealth Services, Llc
    San Clemente, CA
    San Diego, CA
    El Segundo, CA
  • 2005-06-30 → 2017-11-01
    Girard Securities, Inc.
    Laguna Hills, CA
    Mission Viejo, CA
    San Diego, CA
    San Juan Capistrano, CA
    San Diego, CA
    Corpus Christi, TX
    Westlake Village, CA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-27
S63 Uniform Securities Agent State Law Examination 1998-09-14
  • S66 Uniform Combined State Law Examination
    2005-06-27
  • S63 Uniform Securities Agent State Law Examination
    1998-09-14
Other Names
  • Jena Elizabeth Schuster
  • Jena Elizabeth Williams

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