Madison Jean Whiteside
Investment adviser representative at The Clarus Group
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- The Clarus GroupJan 2023 to now
- AlliantgroupJul 2020 to Jan 2023
- Vanderbilt UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Clarus Group
Legal name: The Clarus Group, Inc.
$1.1BAssets managed
613Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6668054
- Firm CRD
- 310163