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MJ

Monica Judith Jalife

Investment Adviser Representative at PINNACLE ASSOCIATES, LTD.

Winter Garden, FLCRD #4775856Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
4 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Monica Judith Jalife has worked in the securities industry since 2011. They have passed the Series 66 examination. They are registered to provide investment advisory services in Connecticut, Florida, New Jersey, and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 4 states
ConnecticutFloridaNew JerseyTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/16/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Pinnacle Associates, Ltd. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PINNACLE ASSOCIATES, LTD.Current
12/6/2012Winter Garden, FL
WITHUM WEALTH MANAGEMENTCurrent
9/15/2011Winter Garden, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Monica Judith Jalife has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Monica Judith Jalife - Financial Advisor in Winter Garden, FL | AdvisorFinder