Epstein Index›Documents›EFTA01494115
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01494115: Asset (DS10)

Financial RecordDate unavailableEFTA014941151 keyword hits
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JPMorgan Chase bank statement for the period April 1-30, 2013, showing consolidated investment account summaries with beginning and ending balances, changes in value, and estimated current asset allocation and market values. The document indicates JPMorgan Securities LLC does not provide discretionary investment management services.

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Excerpt 1
P.PMorgan For the Period 4/1/13 to 4/30/13 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market Value
Excerpt 2
Morgan Securities LLC ("JPMS") does not provide advice on **asset** allocation or investment management services, nor do its personnel take discretion over

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