Epstein File EFTA01488525: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01488525: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014885251 keyword hits

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This document is a monthly account statement from J.P. Morgan Financial Trust Company Inc. for the period March 1-31, 2010, located at 270 Park Avenue, New York. The statement lists service team members Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young (Client Service), and William Doherty III (Client Service), with holdings organized by asset type including equity, cash and short-term, fixed income, options, and foreign exchange contracts.

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🔑 Evidence Keywords

client Financial Trust Company asset

📋 Key Excerpts4

PersonKeyword

Excerpt 1

Team Table of Contents Page Paul Morris Banker 212-464-0701 Account Summary 2 Jeffrey Matusow Investment Specialist (212) 622-7053 Holdings Janet Young **Client**

Excerpt 2

Service Team (800) 634-1318 Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 3/1/10 to 3/31/10 Asset Account J.P.