Epstein Index›Documents›EFTA01513312
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513312: Document from Set 10 (DS10)

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This document is a communication from J.P. Morgan Securities LLC (JPMS) regarding brokerage and margin account policies. The excerpt states that investment decisions are made by the client, and that JPMS does not provide advice on asset allocation or investment management services, nor does it 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**

📄 Original Document

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Read the full document (171 words)

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Source: U.S. Department of Justice

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