Client Advisory

Biography

Jeremy is a Partner in the Wheaton office where he is responsible for managing all practice operations and creating and maintaining an environment where advisors can fully focus on serving clients with the high level of care and professionalism that defines Cerity Partners. 

Prior to joining Cerity Partners, Jeremy was a Partner and served as Chief Operating Officer of Edge Financial Advisors, where he was responsible for ensuring the firm’s operational excellence and had oversight over business areas such as finance, human resources, investment operations, client service delivery, and compliance. 

In his spare time, Jeremy enjoys reading biographies, native landscape restoration, exploring modern architecture, and spending time with his wife and their two children. 

Education

  • B.S. in Finance from Indiana Wesleyan University
  • B.S. in Economics from Indiana Wesleyan University

Highlights

  • Commissioner, Glen Ellyn Historic Preservation Commission
  • Finance & Fundraising Committee, Glen Ellyn Young Life
  • Volunteer Architectural Historian, USModernist

Request an Introduction to Jeremy Schletz

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here