Epstein File EFTA01513132: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513132: Client and Asset (DS10)

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J.P. Morgan Securities LLC account statement for the period October 1-31, 2011, detailing consolidated investment accounts with non-discretionary brokerage and margin accounts where investment decisions are made by the client. The document provides estimated current asset allocation and market value information, with J.P. Morgan noting it does not provide advice on asset allocation or investment management services.

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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

P.PMorgan For the Period 10/1/11 to 10/31/11 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market