Monica J. Jalife

WITHUM WEALTH MANAGEMENT

Winter Garden, FL

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CRD#: 4775856

Professional summary

Monica Judith Jalife, CFP® is a registered financial advisor currently at WITHUM WEALTH MANAGEMENT located in Winter Garden, Florida and PINNACLE ASSOCIATES, LTD. located in Winter Garden, Florida.

Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Monica has worked at 2 firms and has passed the Series 66 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica Judith Jalife's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

September 15, 2011 - Present

WITHUM WEALTH MANAGEMENT

RIA

CRD#: 158332

Winter Garden, FL

Current

December 6, 2012 - Present

PINNACLE ASSOCIATES, LTD.

RIA

CRD#: 110631

Winter Garden, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINNACLE ASSOCIATES, LTD.

PINNACLE ASSOCIATES INVESTMENTS | PINNACLE ASSOCIATES, LTD. | PINNACLE ASSOCIATES, INC. (NY) | PINNACLE ASSOCIATES LTD. CORP. | PINNACLE ASSOCIATES LTD (NY)

CRD#: 110631 / SEC#: 801-20841

RIA

Registered Investment Advisory firm - (3/16/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(12/6/2012)

IAR

Florida
(12/5/2016)

IAR

New Jersey
(9/15/2011)

IAR

Texas
(10/10/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/16/2003

Uniform Combined State Law Examination

Current Firm

PINNACLE ASSOCIATES, LTD.

PINNACLE ASSOCIATES INVESTMENTS | PINNACLE ASSOCIATES, LTD. | PINNACLE ASSOCIATES, INC. (NY) | PINNACLE ASSOCIATES LTD. CORP. | PINNACLE ASSOCIATES LTD (NY)

CRD#: 110631 / SEC#: 801-20841

RIA

Registered Investment Advisory firm - (3/16/1984 Approved)

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Contact information

Main Address

286 Madison Avenue 20th Floor, New York, NY 10017

Mailing Address

Phone number

(212) 652-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE ASSOCIATES LTD. FORM ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	6,429
AUM (Assets Under Management)	$ 9,866,562,515

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
01/14/2025	Cover Page	Report
01/11/2024	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Monica J. Jalife

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica Judith Jalife's CRS (Customer Relationship Summary).

Certified licenses

Experience

WITHUM WEALTH MANAGEMENT

PINNACLE ASSOCIATES, LTD.

Primary Firm SEC Registration

PINNACLE ASSOCIATES, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2003

Current Firm

PINNACLE ASSOCIATES, LTD.

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PINNACLE ASSOCIATES, LTD.

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