Epstein File EFTA01494132: Client and Financial Trust Company (DS10)

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Epstein File EFTA01494132: Client and Financial Trust Company (DS10)

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This document is a J.P. Morgan Financial Trust Company account statement for the period April 1-30, 2013, showing a margin account at 383 Madison Avenue, New York, NY. The statement includes a client service team roster with banker Justin Nelson, investment specialist Paul Barrett, and service team members Janet Young, Gina Magliocco, and Jason Grosse managing equity holdings, cash, fixed income, and portfolio activity. The document provides account summary information and online access details for account management.

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client Financial Trust Company

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PersonKeyword

Excerpt 1

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

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4 Gina Magliocco **Client** Service Team Cash & Fixed Income 5 Jason Grosse **Client** Service Team Portfolio Activity 6 Online access www.jpmorganonline.com

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Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY** INC ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 4/1/13 to 4/30/13 Margin Account J.P.