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ts 0 Other Most of those assets are invested in: El Equities El Fixed Income &Cash El Alternative Investments 0 Other Check only one selection for Investment Time Horizon, Primary Liquidity Needs, and Secondary Liquidity Needs Investment Time Horizon: 0 Less than 1 year 01-5 years 06-10 years g Greater than 10 years
0 Trust/Estate Accounts 0 Trust 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 trustee
ative Investments 00ther Check only one selection for Investment 77me Horizon, Primary Liquidity Needs, and Secondary Liquidity Needs O 6-10 years Investment Time Horizon: O Less than 1 year O 1-S years Greater than 10 years Primary Liquidity Needs: °Short Term O Medium Term El Long Term O None Secondary Liqui
Trust/Estate Accounts O Trust O Estate 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
Cash 0 Alternative Investments °Other Check only one selection for Investment ?Imo Horizon, Primary Liquidity hoods, end Secondary Uquidity needs Investment Time Horizon: Greater K kg than 10 years Less than 1 year O 1.5 years 0 6.10 years Primary Uquldity Needs: [(Short Tenn O Medium Term IN Long Term O Non
Trust/Estate Accounts O Trust O Estate 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
Entities connected to both Investment Time Horizon and Trust/Estate Total Net Worth
B. Affiliations
ORGANIZATIONU.S. Stock
ORGANIZATION
NELSON
PERSON
Justin Trudeau
PERSONJPMS Brokerage and Investment Management
ORGANIZATIONINC Title
ORGANIZATIONJUSTIN Banker
ORGANIZATION