Epstein File EFTA01500118: Client and Southern Trust (DS10)

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Epstein File EFTA01500118: Client and Southern Trust (DS10)

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This document is a JPMorgan Private Bank account statement for Southern Trust Company, Inc. for the period September 1-30, 2013, located at 270 Park Avenue, New York, NY. The statement lists the same account management team as other Southern Trust statements, including Justin Nelson, Paul Barrett, and client service representatives, with sections for holdings, equity, cash and fixed income, and portfolio activity.

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🔑 Evidence Keywords

client Southern Trust asset

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Banker 212/464-1321 Account Summary 2 Justin Nelson Banker 203/629-3124 Holdings Paul Barrett Investment Specialist 212/622-2770 Equity 4 Janet Young **Client**

Excerpt 2

Service Team 800/634-1318 Cash & Fixed Income 5 Gina Magliocco **Client** Service Team Portfolio Activity 7 Jason Grosse **Client** Service Team Online access

Excerpt 3

**SOUTHERN** **TRUST** COMPANY, INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 9/1/13 to 9/30/13 Asset Account J.P.