Epstein File EFTA01512812: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512812: Client and Asset (DS10)

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This document is a J.P. Morgan Securities Inc. consolidated investment account summary for the period June 1-30, 2010. It details brokerage and margin accounts where all investment decisions are made by the client, with JPMSI providing no discretionary asset allocation or investment management services. The document includes account beginning and ending balances, changes, and estimated current asset allocation and market values.

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🔑 Evidence Keywords

client asset

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PersonKeyword

Excerpt 1

Brokerage and margin accounts are non-discretionary and all investment decisions are made by the **client**. J.P. Morgan Securities Inc.

Excerpt 2

("JPMSI") does not provide advice on asset allocation or investment management services, nor do its personnel take discretion over any **client** accounts.

Excerpt 3

J.P.Morgan For the Period 6/1/10 to 6/30/10 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market