Epstein File EFTA01490906: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01490906: Client, Financial Trust Company and Asset (DS10)

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JPMorgan Financial Trust Company account statement for the period July 1-31, 2010 showing portfolio holdings and asset management. The document lists client service team members including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young, and William Doherty III, and details equity, cash, fixed income, options, and foreign exchange positions.

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🔑 Evidence Keywords

client Financial Trust Company asset

📋 Key Excerpts4

PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client** Service Team

Excerpt 2

Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts 14 Other Assets 16 Portfolio

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT.