This document is a financial statement from J.P. Morgan Securities Inc. for the account number 241544091, covering the period from January 1, 2010, to January 31, 2010. It includes contact information for the J.P. Morgan Private Bank Team, a table of contents for the account summary, holdings, cash and short term, and portfolio activity. It also contains a client news section regarding a new clearing arrangement with J.P. Morgan Clearing Corp. and the potential receipt of two 1099 forms for tax year 2009.
documents/vol00010-efta01512722-pdf.pdf
{"title":"J.P. Morgan Securities Inc. Financial Trust Company Account Statement","key_people":["Mary Casey","Jeffrey Matusow","Janet Young","William Doherty III"],"document_date":"2010-01-01 to 2010-01-31","document_type":"financial","key_locations":["270 Park Avenue, New York, NY 10017","One Metrotech Center North, Brooklyn, NY 11201-3859"],"document_subtype":"Bank Statement","key_organizations":["J.P. Morgan Securities Inc.","Financial Trust Company, Inc.","J.P. Morgan Clearing Corp."],"reference_numbers":["241544091"]}