Epstein File EFTA01510686: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510686: Client and Financial Trust Company (DS10)

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This document is a monthly account statement from JP Morgan for Financial Trust Company Inc. covering the period September 1-30, 2012, for an asset account. The statement includes account summaries for equity holdings and cash/fixed income positions, with the account team identified as banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco.

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🔑 Evidence Keywords

client Financial Trust Company JP Morgan asset

📋 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

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 9/1/12 to 9/30/12 Asset Account J.P.