Epstein File EFTA01513497: Client and Asset (DS10)

Epstein Index›Documents›EFTA01513497

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513497: Client and Asset (DS10)

Financial RecordDate unavailableEFTA015134971 keyword hits

1

views

0

shares

0

reactions

0

persons

2

keywords

4

excerpts

This is a J.P. Morgan Securities LLC consolidated account summary for the period July 1-31, 2013, describing brokerage and margin account policies. The document states that all investment decisions are made by the client and that JPMS does not provide discretionary asset allocation or investment management services. It includes sections on investment accounts, beginning and ending values, changes, and estimated current asset allocation and market values.

👤 Named in This Document

No named persons linked yet

🔑 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

P.PMorgan For the Period 7/1/13 to 7/31/13 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market Value