Epstein Index›Documents›EFTA01560222
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01560222: Client, Memorandum and Asset (DS10)

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JPMorgan Private Bank account statement or memorandum describing client service teams, brokerage transactions, and asset account statements. The document references the Morgan Team including Justin Nelson, Paul Barrett, Janet Young, Gina Magliocco, and Jason Grosse, and explains margin account and asset allocation procedures through J.P. Morgan Securities LLC.

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PersonKeyword
Excerpt 1
Morgan Team Justin Nelson Paul Barrett Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist **Client** Service Team **Client** Service
Excerpt 2
Team **Client** Service Team www.jpmorganonline.com Transactions cleared and carried through J.P.
Excerpt 3
mind when using a statement to track your brokerage activity in a margin account: The statement combines your general margin account with the special **memorandum**

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