Epstein File EFTA01510944: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510944: Client and Asset (DS10)

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This document is a J.P. Morgan Private Bank account statement for Financial Trust Company Inc. covering the period March 1-31, 2013, located at 270 Park Avenue, New York. The statement includes account summaries, holdings, and portfolio activity managed by a team including banker Justin Nelson, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco. The document provides online access information and details on equity and cash/fixed income holdings.

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🔑 Evidence Keywords

client asset Financial Trust Company

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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

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4 Gina Magliocco **Client** Service Team Cash & Fixed Income 5 Jason Grosse **Client** Service Team Portfolio Activity 6 Online access www.jpmorganonline.com

Excerpt 3

FINANCIAL TRUST COMPANY INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 3/1/13 to 3/31/13 **Asset** Account J.P.