⚡IMPACT LEVEL 3 — NOTEWORTHY
Epstein File EFTA01583451: Endowment and Asset (DS10)
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This is a JPMorgan asset account application or agreement form dated for an endowment or foundation entity, detailing account options including discretionary advisory programs, asset/brokerage custody, lines of credit, and deposit sweep arrangements. The form includes tax cost methodology selections and entity classification options.
📋 Key Excerpts4
PersonKeyword
Excerpt 1
Morgan Advisory Program (discretionary)
**Asset**/Brokerage
**Asset**/Custody
1 hereby apply for a Line of Credit linked to my **Asset** Account
Yes* (U-1 form will
Excerpt 2
All uninvested cash balances will automatically transfer into a Federal Deposit Insurance Corporation (FDIC) insured Deposit Sweep as
described in the **Asset**
Excerpt 3
Alternative sweep option
JPMorgan Tax Free Money Market Fund
Account Tax Cost Methodology:
X
High Cost
Long Term High Cost
FIFO
Low Cost
The following **asset**
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