Epstein File EFTA01513190: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513190: Client and Asset (DS10)

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This is a J.P. Morgan Securities LLC consolidated investment account summary for the period January 1-31, 2012, detailing brokerage and margin accounts where all investment decisions are made by the client. The document outlines investment accounts, asset allocation, and market values, with standard disclaimers that JPMS does not provide discretionary investment advice or asset allocation services.

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client asset

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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 1/1/12 to 1/31/12 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market Value