Epstein File EFTA01502239: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01502239: Client and Asset (DS10)

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This is a J.P. Morgan investment management account statement for the period December 1-31, 2012, for an account held under The Haze Trust at 270 Park Avenue, New York. The document lists account management personnel including banker Justin Nelson and investment specialist Paul Barrett, along with client service team members. It provides account summary, holdings, equity, cash/fixed income, and portfolio activity information.

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🔑 Evidence Keywords

client asset

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Justin Nelson Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team Equity

Excerpt 2

4 Gina Magliocco **Client** Service Team Cash & Fixed Income 6 Portfolio Activity 9 Online access www.jpmorganonline.com Please see disclosures located at

Excerpt 3

THE HAZE TRUST ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 12/1/12 to 12/31/12 **Asset** Account J.P.