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ndary Liquidity Needs: OShort Term 0 Medium Term Ig Long Term 0 None J.P. Morgan Use Only Page 1 of 2 SOUTHERN TRUST COMPANY, INC Title 239150 SPN NELSON 0 JUSTIN Banker/Investor 0222035463 CAS 3/13 1522 J.P. Morgan Account Suitability Supplement JP,Morgan C. Brokerage Account Information (cont.) L
0 Estate 0 Endowment 0 Foundation 0 ERISA Plan 0 Other Charitable Trust 0 Other Trust/Estate Liquid Net Worth ($) Trust/Estate Total Net Worth ($) B. Affiliations (required for JPMS Brokerage and Investment Management accounts) Applicable to account owners or authorized signerS or trustees and executors. I,
2 mentions1 same-page
Page ?Same page
Medium Term ID Medium Term gg Long Term E Long Term 0 None 0 None J.P. Morgan Use Only Page 1 of 2 SOUTHERN TRUST COMPANY, INC Title 239150 SPN NELSON 0 JUSTIN Banker/Investor 0222035463 CAS 3/13 1522 J.P. Morgan Account Suitability Supplement J.P. Morgan C. Brokerage Account Information (cont.)
0 Estate 0 Endowment 0 Foundation 0 ERISA Plan 0 Other Charitable Trust 0 Other Trust/Estate Liquid Net Worth (5) Trust/Estate Total Net Worth ($) B. Affiliations (required for JPMS Brokerage and Investment Management accounts) Applicable to account owners or authorized signers or trustees and executors. I,
2 mentions1 same-page
Page ?Same page
ondary Liquidity Needs: OShort Term O Medium Term O None El Long Term J.P. Morgan Use Only SOUTHERN TRUST COMPANY, INC Title CAS Page 1 of 2 NELSON 0 JUSTIN Banker/Investor 3/13 1522 Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00062849 EFTA01583218
state O Endowment O Foundation O ERISA Plan O Other Charitable Trust O Other Trust/Estate Liquid Net Worth (5) Trust/Estate Total Net Worth (5) B. Affiliations (required for JPMS Brokerage and Investment Management accounts) Applicable to account owners or authorized signers or trustees and executors. I, m
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2 mentions1 same-page
Page ?Same page
Liquidity Needs: O Short Term O Medium Term 0 Long Term O None J.P. Morgan Use Only Page 1 of 2 SOUTHERN TRUST COMPANY, INC Title 239150 SRN NELSON 0 JUSTIN Banker/Investor 0222035463 CAS 3/13 1522 Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00062863 EFTA01583229
state O Endowment O Foundation K ERISA Plan O Other Charitable Trust O Other Trust/Estate Liquid Net Worth (5) Trust/Estate Total Net Worth (5) B. Affiliations (required for )PMS Brokerage and Investment Management accounts) Applicable to account owners or authorized signers or trustees and executors. I. m
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Mutual Connections (14)
Entities connected to both NELSON and B. Affiliations
Jeffrey Epstein
PERSON40 w/ NELSON·2 w/ B.
Justin Trudeau
PERSON30 w/ NELSON·4 w/ B.
Investment Time Horizon
ORGANIZATION4 w/ NELSON·4 w/ B.
JPMorgan Chase
ORGANIZATION6 w/ NELSON·2 w/ B.
U.S. Stock
ORGANIZATION4 w/ NELSON·4 w/ B.
Trust/Estate Total Net Worth
ORGANIZATION3 w/ NELSON·4 w/ B.
JPMS Brokerage and Investment Management
ORGANIZATION3 w/ NELSON·3 w/ B.
Investment Management Accounts
ORGANIZATION4 w/ NELSON·2 w/ B.
INC Title
ORGANIZATION3 w/ NELSON·2 w/ B.
JUSTIN Banker
ORGANIZATION3 w/ NELSON·2 w/ B.
JUSTIN Banker/Investor
ORGANIZATION2 w/ NELSON·2 w/ B.
Morgan's Private Bank or Private Wealth Management
ORGANIZATION2 w/ NELSON·2 w/ B.
Southern Trust Company
ORGANIZATION2 w/ NELSON·2 w/ B.
J.P. Morgan Entities
ORGANIZATION2 w/ NELSON·2 w/ B.