Epstein File EFTA01512909: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512909: Client and Asset (DS10)

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JPMorgan account statement for the period November 1-30, 2010, showing consolidated investment account summary with beginning and ending asset allocations and market values. The document clarifies that brokerage and margin accounts are non-discretionary with all investment decisions made by the client, and that JPMS does not provide asset allocation advice or take discretion over accounts.

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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.

Excerpt 2

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

Excerpt 3

J.P.Morgan For the Period 11/1/10 to 11/30/10 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market