Epstein File EFTA01513151: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513151: Client and Asset (DS10)

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This is a JPMorgan Securities LLC consolidated investment account summary for the period November 1-30, 2011, detailing brokerage and margin accounts where investment decisions are made by the client. The document includes information on asset allocation and market values but specifies that JPMS does not provide discretionary investment management services.

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🔑 Evidence Keywords

client asset

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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.PMorgan For the Period 11/1/11 to 11/30/11 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market