Epstein File EFTA01512871: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512871: Asset (DS10)

Financial RecordDate unavailableEFTA015128711 keyword hits

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This document is a J.P. Morgan consolidated investment account summary for the period September 1, 2010 to September 30, 2010. It contains account information including beginning and ending values, changes, estimated current asset allocation, and market values. The document notes that Morgan Securities LLC does not provide investment advice or discretionary management services.

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asset

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Excerpt 1

J.P.Morgan For the Period 9/1/10 to 9/30/10 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market

Excerpt 2

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