Epstein Index›Documents›EFTA01513161
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513161: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015131611 keyword hits
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This document is a JP Morgan account summary and service team roster for Financial Trust Company, Inc., listing team members including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team). The document references portfolio activity, holdings, and online access through MorganOnline.com, with transactions cleared through JP Morgan Securities LLC.

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📋 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 3 Gina Magliocco **Client** Service Team Portfolio Activity 4 Online access www.MorganOnline.com Transactions cleared and carried through J.P
Excerpt 3
Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY**, INC.

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