Epstein File EFTA01501837: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01501837: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA015018370 keyword hits

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This is a J.P. Morgan account statement or portfolio report that includes a table of contents and client service team information. The document references Paul Morris, Janet Young, Gina Swetra, and Pauline Esposito as client service team members, and discusses account summaries, equity, cash and fixed income, and portfolio activity with notes about missing cost basis information beginning in July.

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client

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page **Client** News Occasionally, when a security is acquired through an Paul Morris Banker Account Summary 2 outside broker

Excerpt 2

As a Janet Young **Client** Service Team Equity 4 result, we cannot accurately calculate gain/loss for this Gina Swetra **Client** Service Team Cash & Fixed Income

Excerpt 3

Beginning with July statements, securities Pauline Esposito **Client** Service Team Portfolio Activity 8 missing this cost basis information will display "