Doelger v. JPMorgan Chase Bank

Published on:
August 1, 2025

Court:

U.S. Court of Appeals

(First Circuit)

Amicus Issue:

Whether financial advisors have fiduciary duty obligations that require investment managers to take control of customer accounts in complete disregard of both the express choices of a wealthy and sophisticated client, and express contractual constraints limiting the advisor’s discretion.

Counsel of Record:

Skadden, Arps, Slate, Meagher & Flom LLP

Eben P. Colby

Marley Ann Brumme

Nicole D. Pacheco

Other Amici:

None.

Details

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