Daniel Seung Chul Lee

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  J.P. Morgan Securities Llc
  Bayside, NY
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Bayside, NY
• 12/2025 → Present
  Elim Home Care Agency Llc
  Flushing, NY
• 12/2025 → Present
  Evergreen Homecare Service Of Ny
  Flushing, NY
• 01/2022 → 05/2026
  Td Private Client Wealth Llc
  New York, NY
• 01/2016 → 05/2026
  Td Bank
  New York, NY
• 11/2023 → 02/2025
  Xincon Home Health
  Flushing, NY

Previous Registrations

• 2022-02-08 → 2026-05-21
  Td Private Client Wealth Llc
  New York, NY
  New York, NY

Other Businesses

Entity Name: Elim Home Care Agency LLC Investment related: No Address: 163-15 Northern Blvd #4, Flushing, NY 11358 Nature of the other business: Homecare Position/Title/Relationship: Employee/Contractor Start Date: 12/15/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Home Care Service Entity Name: Evergreen Homecare Service of NY Investment related: No "Address: 154-08 Northern Blvd, Suite 2a Flushing, NY 11354 https://evergreenhomecare.net/" Nature of the other business: Homecare Position/Title/Relationship: Employee/Contractor Start Date: 12/15/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Homecare Service

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-20
• S65 Uniform Investment Adviser Law Examination
  2022-02-08

Other Names

• Seung Chul Lee
• Daniel Lee
• Daniel Seung Chul Lee
• Seung Chullee
• Seungchul C Lee
• Seung Chul Lee