Epstein File EFTA01504123: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01504123: Document from Set 10 (DS10)

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A J.P. Morgan account statement or client advisory document dated December 1, 2011, containing a table of contents with account summaries and portfolio activity information. The document references client service representatives Paul Morris and Paul Barrett and includes guidance regarding securities gifts and filing purposes.

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🔑 Evidence Keywords

client

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page **Client** News If you plan to make gifts of securities this year, please Paul Morris Banker Account Summary 2 notify your

Excerpt 2

**Client** Service Representative before Paul Barrett Investment Specialist Holdings December 1, 2011.

Excerpt 3

**Client** Service Team Portfolio Activity 6 filing purposes.