Epstein File EFTA01499532: Client and Asset (DS10)

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Epstein File EFTA01499532: Client and Asset (DS10)

Financial RecordDate unavailableEFTA014995321 keyword hits

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This is a financial account statement from J.P. Morgan Southern Financial, LLC for the period July 1-31, 2013, located at 270 Park Avenue, New York, NY. The document lists account managers including Justin Nelson (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team Equity), Gina Magliocco (Client Service Team Alternative Assets), and Jason Grosse (Client Service Team Cash & Fixed Income).

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client asset

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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

Excerpt 2

4 Gina Magliocco **Client** Service Team Alternative Assets 10 Jason Grosse **Client** Service Team Cash & Fixed Income 12 Portfolio Activity 21 Online access

Excerpt 3

SOUTHERN FINANCIAL, LLC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 7/1/13 to 7/31/13 **Asset** Account J.P.