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Jeremy Robert Schletz

EDGE FINANCIAL ADVISORS, LLC·WHEATON, Illinois
SIE, Series 7, Series 63, Series 65Clean record8 years registeredEDGE FINANCIAL ADVISORS, LLC
111 WEST WESLEY STREET, WHEATON, IL 60187CRD# 6394313Firm CRD# 136426

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Robert Schletz · WHEATON, IL
Registration
CRD #6394313 · EDGE FINANCIAL ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

CERITY PARTNERS LLC
Mar 2026 – present
EDGE FINANCIAL ADVISORS, LLC
Dec 2017 – Mar 2026
WHEATON, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · December 21, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EDGE FINANCIAL ADVISORS, LLC
CRD 136426 · SEC 801-64547
AUM
$362M
Regulatory assets under management
Employees
6
1,035 client accounts
Services offered by EDGE FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EDGE FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jeremy Robert Schletz offer?
Jeremy Robert Schletz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.
What are Jeremy Robert Schletz's credentials?
Jeremy Robert Schletz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Robert Schletz located?
Jeremy Robert Schletz is based in WHEATON, Illinois, working with EDGE FINANCIAL ADVISORS, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does Jeremy Robert Schletz charge for services?
Jeremy Robert Schletz's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: sub-advisory service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDGE FINANCIAL ADVISORS, LLC?
EDGE FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EDGE FINANCIAL ADVISORS, LLC

John Morgan Smith
WHEATON, IL
Edward James Meek
WHEATON, IL
James L Alexander
WHEATON, IL
CFP

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Research
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