Epstein File EFTA01489099: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01489099: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014890991 keyword hits

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This is a JPMorgan Financial Trust Company account statement for the period May 1-31, 2010, located at 270 Park Avenue, New York. The document lists account holdings including equity, cash and short-term investments, fixed income, options, and foreign exchange contracts. The account service team includes banker Paul Morris, investment specialist Jeffrey Matusow, and client service representatives.

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🔑 Evidence Keywords

client Financial Trust Company asset

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PersonKeyword

Excerpt 1

Team Table of Contents Page Paul Morris Banker 212-464-0701 Account Summary 2 Jeffrey Matusow Investment Specialist (212) 622-7053 Holdings Janet Young **Client**

Excerpt 2

Service Team (800) 634-1318 Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 5/1/10 to 5/31/10 0000025575.00.0.23.RRRRR.BALER01.20100803 Asset