Epstein File EFTA01509986: Client and Asset (DS10)

Epstein Index›Documents›EFTA01509986

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509986: Client and Asset (DS10)

Financial RecordDate unavailableEFTA015099861 keyword hits

1

views

0

shares

0

reactions

0

persons

3

keywords

4

excerpts

JP Morgan Securities LLC consolidated investment account summary for January 1-31, 2011, detailing brokerage and margin accounts where investment decisions are made by the client. The document outlines account structure, asset allocation, and market values, with disclaimers that JPMS does not provide discretionary investment management services.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client asset JP Morgan

📋 Key Excerpts4

PersonKeyword

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.Morgan For the Period 1/1/11 to 1/31/11 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market Value