JS
JS

Jeremy Robert Schletz

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
243 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$379.3M

Fee Structure

Minimum Annual Fee:$5,000
Loading...

Location

111 West Wesley Street, Suite 1, Wheaton, IL, 60187

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Edge Financial Advisors, LLC
December 2017 - Present · 8 yrs 2 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.