Epstein File EFTA01449621: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01449621: Asset (DS10)

Financial RecordDate unavailableEFTA014496211 keyword hits

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This document is a consolidated investment account statement from J.P. Morgan for the period August 1-31, 2013, showing Epstein's total portfolio beginning and ending values, changes, and estimated current asset allocation. It notes that J.P. Morgan Securities LLC does not provide asset allocation advice or discretionary investment management services. The statement provides an overview of Epstein's consolidated holdings across investment accounts.

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Excerpt 1

P.PMorgan For the Period 8/1/13 to 8/31/13 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation **Asset** Allocation

Excerpt 2

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