Epstein File EFTA01504133: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01504133: Client and Asset (DS10)

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This document is a monthly account statement from JPMorgan Private Bank for an IRA Rollover Account dated November 1-30, 2011, located at 270 Park Avenue, New York, NY. The statement includes account summary, holdings in equity and fixed income, portfolio activity, and trade information, with identified team members including banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco. The document provides account management and asset tracking for the specified period.

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🔑 Evidence Keywords

client asset

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PersonKeyword

Excerpt 1

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

Excerpt 2

& Fixed Income 4 Gina Magliocco **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com Please see disclosures located at the end

Excerpt 3

INDYKE IRA ROLLOVER ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 11/1/11 to 11/30/11 **Asset** Account J.P.