Epstein File EFTA01513058: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513058: Client and Asset (DS10)

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This document is a JP Morgan Securities LLC consolidated investment account summary for the period June 1-30, 2011, detailing brokerage and margin accounts where investment decisions are made by the client. The statement notes that JPMS does not provide discretionary asset allocation or investment management services and includes estimated current asset allocation and market value information.

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🔑 Evidence Keywords

client asset JP Morgan

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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

P.PMorgan For the Period 6/1/11 to 6/30/11 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market Value