This document is a financial account summary from J.P. Morgan for the period of July 1, 2013, to July 31, 2013. It includes details of investment accounts, specifically for Southern Financial, LLC, showing beginning and ending net market values and changes in value. The document also contains disclosures about assets held at JPMorgan Chase Bank, N.A., and brokerage transactions executed through J.P. Morgan Securities LLC. Additionally, it includes client news regarding SEC Regulation NMS Rule 607 and payment for order flow.
documents/EFTA01499530.pdf
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