This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CERITY PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 10, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 10, 2014

First registration

Dec 21, 2017

Dual registered

no

IAPD individual key

6394313

• Occurred

  Mar 23, 2026
  Advisor changed firm

  Jeremy Robert Schletz left Edge Financial Advisors, Llc for Cerity Partners Llc (registered 2026-03-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fd60be18-2f14-35bd-8cdc-8146336a5da1

First observed

Dec 21, 2017

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.