Epstein File EFTA01504203: Client and Asset (DS10)

Epstein Index›Documents›EFTA01504203

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01504203: Client and Asset (DS10)

Financial RecordDate unavailableEFTA015042031 keyword hits

0

views

0

shares

0

reactions

0

persons

3

keywords

3

excerpts

This document is a JP Morgan account statement for the Indyke IRA Rollover Account located at 270 Park Avenue, New York, NY, covering the period July 1-31, 2012. The statement includes account summary information, holdings, and portfolio activity, with Paul Morris as banker, Paul Barrett as investment specialist, and Janet Young and Gina Magliocco as client service team members. The document provides asset and cash/fixed income account details.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client asset JP Morgan

📋 Key Excerpts3

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.jpmorganonline.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 7/1/12 to 7/31/12 **Asset** Account J.P.