Epstein File EFTA01509815: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509815: Client and Asset (DS10)

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This document is a consolidated investment account summary from J.P. Morgan Securities Inc. covering the period 08/01/2010 to 08/31/2010. It outlines the terms of non-discretionary brokerage and margin accounts where all investment decisions are made by the client, and clarifies that JPMSI does not provide asset allocation advice or take discretion over client accounts. The summary includes beginning and ending account values and estimated current asset allocation information.

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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. Morgan Securities Inc.

Excerpt 2

("JPMSI") does not provide advice on asset allocation or investment management services, nor do its personnel take discretion over any **client** accounts.

Excerpt 3

J.P.Morgan For the Period 8/1/10 to 8/31/10 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market