Epstein File EFTA01510259: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510259: Client and Financial Trust Company (DS10)

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This is a monthly asset account statement from J.P. Morgan Financial Trust Company for the period September 1-30, 2011, located at 270 Park Avenue, New York. The statement lists the Morgan Team including banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Swetra, with holdings and portfolio activity information.

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client Financial Trust Company 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 Equity

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4 Gina Swetra **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.MorganOnline.com For important information regarding your

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 9/1/11 to 9/30/11 Asset Account J.P.