Jeremy
Schletz
Edge Financial Advisors, LLC
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About this Advisor
Jeremy Schletz is a financial advisor working in Wheaton, Illinois with 6 years of relevant experience. Schletz is on the advisory team at Edge Financial Advisors, LLC. The advisor has gained experience at Ocean Tomo LLC, Indiana Wesleyan University, Fixed Income Capital Partners, LLC and Edge Portfolio Management. Schletz maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Edge Financial Advisors, LLC is an advisory business headquartered in Wheaton, IL. It handles $302 million in total assets across its 964 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 964 accounts, 45% belong to high-net-worth investors who have at least $1 million in assets available to invest. Edge Financial Advisors, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees are based on the type of financial services offered. Fees billed by Edge Financial Advisors, LLC most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Edge Financial Advisors, LLC Brokerage Details
$301,467,414
7
964
$312,726
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeremy Schletz Work History
Jeremy has been registered as a financial advisor for 6 years.*
Edge Portfolio Management
Fixed Income Capital Partners, LLC
Ocean Tomo LLC
Indiana Wesleyan University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Schletz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edge Financial Advisors, LLC
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Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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