Epstein Index›Documents›EFTA01485703
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01485703: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA014857030 keyword hits
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This document is a J.P. Morgan account statement or report identifying client service team members including Janet Young, Gina Swetra, and Pauline Esposito. The document addresses a holdings account issue where an initial purchase cost and date are missing, preventing accurate gain/loss calculation, and requests that the client service representative obtain adjusted cost and acquisition date information. No specific client name, date, or financial amount is provided.

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PersonKeyword
Excerpt 1
Morgan Janet Young **Client** Service Team Holdings account without an initial purchase cost and date.
Excerpt 2
As a Gina Swetra **Client** Service Team Cash & Fixed Income 4 result, we cannot accurately calculate gain/loss for this Pauline Esposito **Client** Service Team
Excerpt 3
Morgan **client** service representative and provide the adjusted cost and acquisition date for the security in question.

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