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Organization referenced in documents
EFTA00525369
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc
EFTA00525385
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc
EFTA00525415
ly and are not a projection or guarantee of future returns. Additionally, please note that EAl and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAl or EY presented. Actual inc
EFTA00525399
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc

JPMorgan Chase
OrganizationAmerican multinational banking and financial services holding company

the Internal Revenue Service
OrganizationInternal Revenue Service (IRS), US government agency responsible for tax collection and enforcement
Securities Investor Protection Corporation
OrganizationFederally chartered corporation protecting investors in failed brokerages
Ted Serure
PersonPerson referenced in documents
Account Value
OrganizationOrganization referenced in documents
the ACH Network
OrganizationOrganization referenced in documents
Call Financial Advisor
OrganizationOrganization referenced in documents
Gifted Security LT - Long Term
OrganizationOrganization referenced in documents
the Client Services Operations
OrganizationOrganization referenced in documents
Attn: Client Services Department
OrganizationOrganization referenced in documents
Customer Agreement(s
OrganizationOrganization referenced in documents
the Collection and Other Account-Related Costs
OrganizationOrganization referenced in documents
the Electronic Services
OrganizationOrganization referenced in documents
Unpriced Direct Participation Program
OrganizationOrganization referenced in documents
Real Estate Investment
OrganizationOrganization referenced in documents
Regulated Investment Companies
OrganizationOrganization referenced in documents
South Dearborn Street
LocationLocation referenced in documents
Chase Matrotech Center
OrganizationOrganization referenced in documents
ALIGN TECHNOLOGY INC
OrganizationOrganization referenced in documents
The U.S. Securities and Exchange Commission
OrganizationU.S. Securities and Exchange Commission