Epstein Index›Documents›EFTA01495350
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01495350: Document from Set 10 (DS10)

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This document is a JPMorgan account summary and portfolio report for a client managed by banker Justin Nelson and the JPMorgan Client Service Team. It includes sections on account summary, net capital requirements of $1.5 billion to $12.0 billion, cash and fixed income holdings, and portfolio activity. Named team members include Paul Barrett (Investment Specialist), Janet Young, and Jason Grosse (Client Service Team).

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PersonKeyword
Excerpt 1
Morgan Team Table of Contents Page **Client** News J.P. Morgan Securities LLC's (JPMS LLC) and Justin Nelson Banker Account Summary 2 J.P.
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s (JPMCC) Net Capital Paul Barrett Investment Specialist Holdings and Net Capital Requirements Janet Young **Client** Service Team Cash & Fixed Income 4 At
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capital Jason Grosse **Client** Service Team requirement of $1.5 billion by $12.0 billion.

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