Epstein Index›Documents›EFTA01509779
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Epstein File EFTA01509779: Document from Set 10 (DS10)

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This document is a J.P. Morgan Securities Inc. (JPMSI) statement regarding brokerage and margin accounts, clarifying that all investment decisions are made by the client and that JPMSI does not provide advice on asset allocation, investment management services, or take discretion over client accounts.

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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.

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Source: U.S. Department of Justice

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