Epstein File EFTA01512852: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512852: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA015128520 keyword hits

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This document is a J.P. Morgan Securities Inc. (JPMSI) account agreement or disclosure statement specifying the terms of brokerage and margin accounts. The document explicitly states that all investment decisions are made by the client and that JPMSI does not provide advice on asset allocation, investment management services, or exercise discretion over client accounts. The document establishes the non-discretionary nature of the account relationship.

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asset client

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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.