Jeremy Schletz, financial advisor Wheaton IL

Jeremy Schletz

CRD Number: 6394313
Current Firm: Edge Financial Advisors, LLC

Jeremy Schletz (CRD# 6394313) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edge Portfolio Management Wheaton, IL Apr 2015 - Current 5
Fixed Income Capital Partners, LLC Wheaton, IL Aug 2014 - Apr 2015 < 1
Unemployed Wheaton, IL Jun 2014 - Jul 2014 < 1
Ocean Tomo LLC Chicago, IL May 2013 - Jun 2014 1
Indiana Wesleyan University Marion, IN Sep 2010 - May 2013 2
Iwu School Of Educational Leadership Marion, IN Sep 2011 - Apr 2013 1
First Trust Portfolios LP Wheaton, IL May 2012 - Aug 2012 < 1
Mineral Masters Corp West Chicago, IL May 2010 - Sep 2010 < 1
College Of Dupage Glen Ellyn, IL Jun 2009 - May 2010 < 1
Full Time Student Wheaton, IL Sep 2004 - May 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
S63 Uniform Securities State Law Examination Oct 2014
Contact Info for Jeremy R. Schletz
Phone Number: 630-221-1000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $495,087
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL, MN, NC, WI

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