This document is an account summary from J.P. Morgan for Southern Financial, LLC, covering the period from November 1, 2013, to November 30, 2013. It includes details on the beginning and ending net market values of the investment accounts, changes in value, and important client news regarding tax treatment of debt securities starting January 1, 2014.
documents/vol00010-efta01499780-pdf.pdf
{"title":"J.P. Morgan Account Summary for Southern Financial, LLC","document_date":"2013-11-30","document_type":"financial","document_subtype":"Account Summary","key_organizations":["J.P. Morgan","Southern Financial, LLC","JPMorgan Chase Bank, N.A.","J.P. Morgan Securities LLC","JPMCC","FINRA","SIPC"],"reference_numbers":["0000004501.15.0.15.00001.SOUTHAH.20131203","JPM-SDNY-00023586","SDNY_GM_00292784","EFTA01499780"]}