Epstein File EFTA01491913: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01491913: Client and Financial Trust Company (DS10)

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This document is a JP Morgan account statement for Financial Trust Company Inc. for the period November 1-30, 2010, located at 383 Madison Avenue, New York. The statement lists Paul Morris as Banker, Paul Barrett as Investment Specialist, Janet Young as Client Service Team member, and William Doherty III as Client Service Team member. The account is a margin account and includes sections for holdings, cash, short-term investments, options, and other assets.

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client Financial Trust Company JP Morgan

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PersonKeyword

Excerpt 1

Team Table of Contents Page Paul Morris Banker 212-464-0701 Account Summary 2 Paul Barrett Investment Specialist (212) 622-2770 Holdings Janet Young **Client**

Excerpt 2

Service Team 800/634-1318 Cash and Short Term 4 William Doherty III **Client** Service Team Options 5 Other Assets 6 Portfolio Activity 7 Online access www.MorganOnline.com

Excerpt 3

Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY** INC ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 11/1/10 to 11/30/10 Margin Account J.P.