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Daniel Saelee

J.P. Morgan Securities LLC

Elk Grove, CA

CRD 6125999

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-22
  • CA RA
    APPROVED
    Since 2026-06-22

Branch Locations

5010 Elk Grove Boulevard, Elk Grove, CA 95758 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Elk Grove CA 10/2012 Present
Jpmorgan Chase Bank, Na. Elk Grove CA 03/2011 Present
Cellular Experts Inc Sacramento CA 01/2006 11/2019
  • 10/2012 → Present
    J.P. Morgan Securities Llc
    Elk Grove, CA
  • 03/2011 → Present
    Jpmorgan Chase Bank, Na.
    Elk Grove, CA
  • 01/2006 → 11/2019
    Cellular Experts Inc
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-04
S63 Uniform Securities Agent State Law Examination 2012-11-29
  • S65 Uniform Investment Adviser Law Examination
    2026-02-04
  • S63 Uniform Securities Agent State Law Examination
    2012-11-29

View on SEC IAPD

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Nearby Offices

EDWARD JONES · ELK GROVE, CA
COMMONWEALTH FINANCIAL NETWORK · Elk Grove, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ELK GROVE, CA

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