💨IMPACT LEVEL 1 — MEH
Epstein File EFTA01513037: Asset (DS10)
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This document is a J.P. Morgan consolidated investment account summary for the period May 1, 2011 to May 31, 2011. It contains account information including beginning and ending values, changes, estimated current asset allocation, and market values. The document notes that Morgan Securities LLC does not provide investment advice or discretionary management services.
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Excerpt 1
P.PMorgan
For the Period 5/1/11 to 5/31/11
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
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