Jeremiah Whiddon has been Partner & Chief Marketing Officer of OnTrack Wealth Management since October 2020, is a control person of the firm and directly owns between 50% and 75% of it.
Ontrack Wealth Management, LLC is a Canton, MI firm with $112M under management, 76 clients and 2 advisers across 2 offices, as of its September 2026 filing.
- Ontrack Wealth ManagementCurrent– present · 5 yearsCanton, MI · Adviser representative · Firm CRD 311374
Investment adviser representative registrations
Jeremiah Whiddon is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2021; the most recent is Texas, in February 2025.
- MichiganSince 27 May 2021
- TexasResidentSince 26 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeremiah Joseph Whiddon
- CRD
- 7306634
- Firm
- OnTrack Wealth Management · CRD 311374
- Role
- Partner & Chief Marketing Officer
- Office
- 8540 N CANTON CENTER RD, Canton, MI 48187
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeremiah Whiddon work?
Jeremiah Whiddon has been Partner & Chief Marketing Officer of Ontrack Wealth Management, LLC since October 2020, and is a control person of the firm.
Is Jeremiah Whiddon a financial advisor?
Yes. Jeremiah Whiddon has a current investment-adviser registration in Michigan and Texas, through OnTrack Wealth Management since May 2021.
How many years of experience does Jeremiah Whiddon have?
Jeremiah Whiddon has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Jeremiah Whiddon passed?
Jeremiah Whiddon passed the Series 65 in April 2021.
Where is Jeremiah Whiddon based?
Jeremiah Whiddon’s registered office is in Canton, MI.
Is Jeremiah Whiddon registered with FINRA?
No. Jeremiah Whiddon has no current broker registration.
How can I verify Jeremiah Whiddon’s record?
Search CRD 7306634 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremiah Whiddon’s full registration record.