Epstein File EFTA01491815: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01491815: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014918151 keyword hits

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This document is a JPMorgan Securities LLC financial account statement for Financial Trust Company Inc., with a New York address at 383 Madison Avenue, covering the period October 1-31, 2010. The statement includes account summaries, holdings, cash positions, and portfolio activity, with client service team members identified as Paul Morris (banker), Paul Barrett (investment specialist), Janet Young, and William Doherty III. The document provides online access information and details on margin account activity.

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client Financial Trust Company

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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 800

Excerpt 2

/634-1318 Cash and Short Term 4 William Doherty III **Client** Service Team Options 5 Other Assets 6 Portfolio Activity 7 Online access www.MorganOnline.com

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.