Epstein File EFTA01491767: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01491767: Client and Financial Trust Company (DS10)

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JP Morgan account statement for Financial Trust Company Inc. covering October 1-31, 2010, managed by Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and William Doherty III (Client Service Team). The margin account at 383 Madison Avenue, New York shows cash, short-term holdings, options, and other assets with portfolio activity.

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client Financial Trust Company JP Morgan

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team Cash

Excerpt 2

and Short Term 4 William Doherty III **Client** Service Team Options 5 Other Assets 6 Portfolio Activity 7 Online access www.MorganOnline.com Transactions

Excerpt 3

Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY** INC ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 10/1/10 to 10/31/10 Margin Account J.P.