Epstein File EFTA01513349: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513349: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015133491 keyword hits

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JPMorgan Private Bank account statement for a Financial Trust Company account located at 270 Park Avenue, New York, NY, covering the period October 1-31, 2012. The document lists account managers including Paul Morris (Banker), Justin Nelson (Banker Holdings), Paul Barrett (Investment Specialist), Janet Young, and Gina Magliocco as client service team members. The statement provides portfolio activity and asset account information with online access details.

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🔑 Evidence Keywords

client Financial Trust Company asset

📋 Key Excerpts4

PersonKeyword

Excerpt 1

Contents Page Paul Morris Banker Account Summary 2 Justin Nelson Banker Holdings Paul Barrett Investment Specialist Cash & Fixed Income 4 Janet Young **Client**

Excerpt 2

Service Team Portfolio Activity 6 Gina Magliocco **Client** Service Team Online access www.jpmorganonline.com Please see disclosures located at the end of

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 10/1/12 to 10/31/12 Asset Account J.P.