Epstein Index›Documents›EFTA01485577
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01485577: Document from Set 10 (DS10)

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This is a JPMorgan Private Client account statement or portfolio summary document containing a table of contents and contact information for the client service team. Named contacts include Paul Morris (Banker), Janet Young (Client Service Team), and William Doherty III (Client Service Team), with phone numbers provided. The document references account holdings, cash positions, and securities gift planning but does not provide specific account balances or transaction details in the excerpt.

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PersonKeyword
Excerpt 1
Morgan Team Table of Contents Page **Client** News Paul Morris Banker 212-464-0701 Account Summary 2 Alert: Janet Young **Client** Service Team 800/634-1318 Holdings
Excerpt 2
If you plan to make gifts of securities this year, please William Doherty III **Client** Service Team Cash and Short Term 4 notify your **Client** Service Representative

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