Epstein Index›Documents›EFTA01509913
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509913: Document from Set 10 (DS10)

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This document is a brokerage account disclosure from J.P. Morgan Securities LLC stating that margin and brokerage accounts are non-discretionary and that all investment decisions are made by the client. The document clarifies that JPMS 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.
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**

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Source: U.S. Department of Justice

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