Epstein File EFTA01510923: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510923: Asset (DS10)

Financial RecordDate unavailableEFTA015109231 keyword hits

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JPMorgan investment account statement for the period March 1-31, 2013, showing consolidated summary of investment accounts with beginning and ending market values, changes, and estimated current asset allocation. The document notes that JPMorgan Securities LLC does not provide asset allocation advice or discretionary investment management services.

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asset

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Excerpt 1

P.PMorgan For the Period 3/1/13 to 3/31/13 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