Epstein File EFTA01513295: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513295: Document from Set 10 (DS10)

General DocumentDate unavailableEFTA015132950 keyword hits

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This document is an excerpt from a brokerage account agreement or disclosure statement regarding J.P. Morgan Securities LLC (JPMS) brokerage and margin accounts. The document specifies that investment decisions are made by the client on a non-discretionary basis and that JPMS does not provide asset allocation advice or take discretion over client accounts. The excerpt 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.

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**