Epstein Index›Documents›EFTA01513263
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513263: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA015132630 keyword hits
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This document describes the terms of brokerage and margin accounts managed by J.P. Morgan Securities LLC (JPMS), specifying that accounts are non-discretionary with all investment decisions 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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assetclient

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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.
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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