Epstein File EFTA01512890: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512890: Client and Asset (DS10)

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JPMorgan Securities account statement for the period October 1-31, 2010, showing consolidated investment account summary with asset allocation and market value information. The document indicates brokerage and margin accounts are non-discretionary with investment decisions made by the client.

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🔑 Evidence Keywords

client asset

📋 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

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