This document is a financial account summary for SOUTHERN FINANCIAL, LLC with J.P. Morgan for the period of January 1, 2014, to January 31, 2014. It includes details on asset allocation, market value changes, portfolio activity, and income summary.
documents/vol00010-efta01499853-pdf.pdf
{"title":"J.P. Morgan Account Summary for SOUTHERN FINANCIAL, LLC","document_date":"2014-01-31","document_type":"financial","document_subtype":"Account Summary","key_organizations":["J.P. Morgan","SOUTHERN FINANCIAL, LLC"],"reference_numbers":["JPM-SDNY-00023669","SDNY_GM_00292867","EFTA01499853"]}