Epstein Index›Documents›EFTA01494000
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01494000: Document from Set 10 (DS10)

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JPMorgan investment account statement or portfolio summary document listing service team members including banker Justin Nelson, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco. The document provides a table of contents for account summary, holdings, equity, cash and fixed income, and portfolio activity information.

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PersonKeyword
Excerpt 1
Team Table of Contents Page Justin Nelson Banker 203/629-3124 Account Summary 2 Paul Barrett Investment Specialist 212/622-2770 Holdings Janet Young **Client**
Excerpt 2
Service Team 800/634-1318 Equity 4 Gina Magliocco **Client** Service Team Cash & Fixed Income 7 Jason Grosse **Client** Service Team Portfolio Activity 12 Online

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