💨IMPACT LEVEL 1 — MEH
Epstein File EFTA01499880: Asset (DS10)
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A JPMorgan consolidated investment account statement for the period March 1-31, 2014, detailing investment accounts, asset allocation, and estimated current market values. The document notes that JPMorgan Securities LLC does not provide discretionary asset allocation or investment management services on the account.
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PersonKeyword
Excerpt 1
P.PMorgan
For the Period 3/1/14 to 3/31/14
Consolidated Summary
INVESTMENT ACCOUNTS
Beginning
Ending
Change
Estimated
Current
**Asset** Allocation
Market Value
Excerpt 2
Morgan Securities LLC ("JPMS") does not provide advice on **asset** allocation or investment management
services, nor do its personnel take discretion over
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