Epstein Index›Documents›EFTA01490355
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01490355: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014903551 keyword hits
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This document is a monthly account statement from J.P. Morgan Financial Trust Company Inc. (Account 270 Park Avenue, New York, NY 10017-2014) for the period June 1-30, 2010. The statement details an Asset Account with holdings in equity, cash, fixed income, options, and foreign exchange contracts, managed by banker Paul Morris, investment specialist Jeffrey Matusow, and client service representatives Janet Young and William Doherty III. Online access was available through www.jpmorganonline.com.

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📋 Key Excerpts4

PersonKeyword
Excerpt 1
Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client** Service Team
Excerpt 2
Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts 16 Other Assets 18 Portfolio
Excerpt 3
**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 6/1/10 to 6/30/10 Asset Account J.P.

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