Epstein Index›Documents›EFTA01512831
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Epstein File EFTA01512831: Document from Set 10 (DS10)

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J.P. Morgan Securities Inc. (JPMSI) document describing brokerage and margin account policies, stating that investment decisions are made by the client and that JPMSI does not provide discretionary asset allocation or investment management 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. 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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