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Jena Schuster

20 Years of Experience
San Clemente, CA
1 DisclosureBrokerSells Insurance

Jena Schuster is a registered investment advisor, based in San Clemente, CA, with 20 years of industry experience.

Location

109 E. Escalones, San Clemente, CA, 92672

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History

Regulatory History (1)
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Customer Dispute
August 2012
Settled
Other Business ActivitiesSells Insurance

Jena is the Chief Investment Officer at SB Wealth, dedicating full-time hours to offering financial services. She also works as an insurance agent selling various fixed insurance products and has ownership in Reflect Sports, Ignite Planners LLC, and several rental properties, spending minimal time on Reflect Sports and a few hours per week on the rental properties.

Employment History
Current Registrations
Stonex Securities INC.Broker
April 2019 - Present · 7 yrs 1 mo
Ignite Planners LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Sb Wealth
November 2018 - November 2022 · 4 yrs
Cetera Advisor Networks LLCBroker
November 2017 - April 2019 · 1 yr 5 mos
Cetera Advisor Networks LLC
September 2017 - April 2019 · 1 yr 7 mos
Girard Securities, INC.
June 2005 - November 2017 · 12 yrs 5 mos
Girard Securities, INC.Broker
April 2005 - November 2017 · 12 yrs 7 mos
State Registrations24 states
ARAZCACOFLGAHIIDLAMOMTNCNDNJNMNVNYOHORTNTXWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jena Schuster - Financial Advisor | TrueAdvisor