Epstein File EFTA01513235: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513235: Client and Financial Trust Company (DS10)

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This is a JPMorgan Private Bank account statement for the period March 1-31, 2012, for a margin account held by Financial Trust Company, Inc. The statement lists account managers Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team), and includes sections on account summary, holdings, cash and fixed income, and portfolio activity. The account is located at 383 Madison Avenue, New York, NY.

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client Financial Trust Company

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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

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& 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. ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 3/1/12 to 3/31/12 Margin Account J.P.