DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jena Elizabeth Schuster

Ignite Planners LLCindependent RIASan Clemente, Cadual registrantIAPD 3070897

Feed of 09/14/2026

Also filed as Jena Elizabeth Schuster

At current firm

7 y

since Jan 28, 2019

In the industry

28 y

since Sep 14, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Chief Executive Officerreportedigniteplanners.comfirm site, Sep 15, 2026
Designations: MBAreportedigniteplanners.comas printed on the bio page, Sep 16, 2026
Professional profile: igniteplanners.com/jena-schusterreportedigniteplanners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Ignite Planners LLC independent RIA current
since Jan 28, 2019 · San Clemente, Ca
Sb Wealth former
Nov 20, 2018 to Nov 28, 2022 · San Clemente, Ca
Cetera Advisor Networks LLC former
Sep 19, 2017 to Apr 4, 2019 · San Clemente, Ca
Girard Securities, Inc. former
Jun 30, 2005 to Nov 1, 2017 · Laguna Hills, Ca

Moves

a registration end followed by a registration begin elsewhere

Sb Wealth to Ignite Planners LLC
left Nov 28, 2022, registered Jan 28, 2019 (-1400 days) · RIA to RIA · moved with a team
Cetera Advisor Networks LLC to Sb Wealth
left Apr 4, 2019, registered Nov 20, 2018 (-135 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Girard Securities, Inc. to Cetera Advisor Networks LLC
left Nov 1, 2017, registered Sep 19, 2017 (-43 days) · corporate re-registration, not a move

Signals

Jena Elizabeth Schuster left Sb Wealth for Ignite Planners Llc (registered 2019-01-28)
Nov 28, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address