Epstein Index›Documents›EFTA01509833
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509833: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA015098330 keyword hits
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A document from J.P. Morgan Securities LLC (JPMS) describing the terms of brokerage and margin accounts, stating that all investment decisions are made by the client and that JPMS does not provide discretionary investment advice or asset allocation services. The document outlines the non-discretionary nature of 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.
Excerpt 2
Securities LLC ("JPMS") does not provide advice on asset allocation or investment management services, nor do its personnel take discretion over any **client**

📄 Original Document

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Read the full document (170 words)

Opens original DOJ file on justice.gov

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Source: U.S. Department of Justice

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