Epstein File EFTA01492116: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492116: Client and Financial Trust Company (DS10)

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This is a monthly account statement from J.P. Morgan Financial Trust Company for the period March 1-31, 2011, for a margin account located at 383 Madison Avenue, New York. The statement lists account managers Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Swetra (Client Service Team), and provides a breakdown of holdings including equity, cash, fixed income, and portfolio 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 Equity

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4 Gina Swetra **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.MorganOnline.com Transactions cleared and carried through

Excerpt 3

Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY** INC ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 3/1/11 to 3/31/11 Margin Account J.P.