Epstein Index›Documents›EFTA01513338
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513338: Client and Financial Trust Company (DS10)

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This document is a JPMorgan account statement for Financial Trust Company, Inc., listing banker Paul Morris, investment specialist Paul Barrett, and client service team members Janet Young and Gina Magliocco. The statement includes account summary, holdings, cash and fixed income information, and portfolio activity.

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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 800
Excerpt 2
/634-1318 Cash & Fixed Income 3 Gina Magliocco **Client** Service Team Portfolio Activity 4 Online access www.jpmorganonline.com Transactions cleared and carried
Excerpt 3
Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY**, INC.

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