Epstein Index›Documents›EFTA01495374
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01495374: Client and Asset (DS10)

Financial RecordDate unavailableEFTA014953741 keyword hits
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This is a J.P. Morgan asset account statement for an unnamed client covering April 1-30, 2013. The document identifies the account management team including banker Justin Nelson, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco. The account is located at 270 Park Avenue, New York, NY and includes cash, 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 Cash & Fixed Income 4 Gina Magliocco **Client** Service Team Portfolio Activity 6 Jason Grosse **Client** Service Team Online access
Excerpt 3
ACC' 270 Park Avenue, New York, NY 10017-2014 For the Period 4/1/13 to 4/30/13 **Asset** Account J.P.

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