Epstein File EFTA01510458: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510458: Client and Financial Trust Company (DS10)

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This is a monthly account statement from J.P. Morgan Financial Trust Company for the period February 1-29, 2012, located at 270 Park Avenue, New York. The document lists the Morgan Team members including banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco. It provides an account summary, holdings information, and portfolio activity details accessible through online access.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

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

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Assets 4 Gina Magliocco **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.MorganOnline.com Please see disclosures located

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 2/1/12 to 2/29/12 Asset Account J.P.