Epstein Index›Documents›EFTA01510736
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510736: Client and Asset (DS10)

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This is a JPMorgan Securities LLC investment account statement for the period October 1-31, 2012 showing consolidated account summaries and asset allocation information. The document notes that brokerage and margin accounts are non-discretionary with investment decisions made by the client, and that JPMS does not provide discretionary asset allocation or investment management services.

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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 10/1/12 to 10/31/12 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation **Asset** Allocation

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