Epstein Index›Documents›EFTA01509763
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509763: Document from Set 10 (DS10)

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Document from J.P. Morgan Securities Inc. (JPMSI) describing brokerage and margin account policies. The document states that investment decisions are made by the client and that JPMSI does not provide asset allocation advice or take discretion over client accounts.

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🔑 Evidence Keywords
assetclient

📋 Key Excerpts2

PersonKeyword
Excerpt 1
Brokerage and margin accounts are non-discretionary and all investment decisions are made by the **client**. J.P. Morgan Securities Inc.
Excerpt 2
("JPMSI") does not provide advice on asset allocation or investment management services, nor do its personnel take discretion over any **client** accounts.

📄 Original Document

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Read the full document (170 words)

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Source: U.S. Department of Justice

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