Epstein File EFTA01492987: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492987: 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 April 1-30, 2012, 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 Gina Magliocco as Client Service Team member. The account is a margin account with sections for equity holdings, cash and fixed income, and portfolio activity.

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🔑 Evidence Keywords

client Financial Trust Company JP Morgan

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Morgan 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 Equity 4 Gina Magliocco **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.jpmorganonline.com

Excerpt 3

Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY** INC ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 4/1/12 to 4/30/12 Margin Account J.P.