Epstein File EFTA01513385: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513385: Client and Asset (DS10)

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JPMorgan Securities LLC account statement for the period December 1-31, 2012, showing consolidated investment account summary with beginning and ending asset allocations and market values. The document clarifies that brokerage and margin accounts are non-discretionary with all investment decisions made by the client, and that JPMS does not provide asset allocation advice or take discretion over client accounts.

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client asset

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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

P.PMorgan For the Period 12/1/12 to 12/31/12 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market