Monica Judith Jalife
Investment adviser representative at Withum Wealth Management
24 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$2.3BFirm assets
Are you Monica Judith Jalife? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Withum Wealth ManagementSep 2011 to now
- Pinnacle Wealth Management Advisory Group, LLCAug 2011 to now
- Pinnacle Associates, Ltd.May 2002 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Withum Wealth Management
Legal name: Pinnacle Wealth Management Advisory Group, LLC
$2.3BAssets managed
798Clients
10Advisers
15 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
- 4775856
- Firm CRD
- 158332