Epstein File EFTA01510979: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510979: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015109791 keyword hits

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This is a JP Morgan Private Client Services account statement for Financial Trust Company Inc., located at 270 Park Avenue, New York, covering the period April 1-30, 2013. The document lists the client service team members including banker Justin Nelson, investment specialist Paul Barrett, and client service representatives Janet Young, Gina Magliocco, and Jason Grosse. The statement provides an account summary, holdings breakdown, and portfolio activity for an asset account.

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🔑 Evidence Keywords

client Financial Trust Company asset JP Morgan

📋 Key Excerpts4

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 Cash

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

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 4/1/13 to 4/30/13 Asset Account J.P.