Epstein File EFTA01502280: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01502280: Asset (DS10)

Financial RecordDate unavailableEFTA015022801 keyword hits

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This consolidated investment account statement from J.P. Morgan covers February 1-28, 2013, and summarizes Epstein's investment accounts with beginning and ending values and estimated asset allocation. The document notes that J.P. Morgan Securities LLC does not provide discretionary investment management services on the accounts.

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Excerpt 1

P.PMorgan For the Period 2/1/13 to 2/28/13 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation **Asset** Allocation

Excerpt 2

Morgan Securities LLC ("JPMS") does not provide advice on **asset** allocation or investment management services, nor do its personnel take discretion over