Epstein Index›Documents›EFTA01513330
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513330: Client, Financial Trust Company and Asset (DS10)

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This document is a client account statement from J.P. Morgan Financial Trust Company, Inc. for the period of 9/1/12 to 9/30/12. The account management team includes banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco. The statement covers account summary, holdings, cash and fixed income positions, and portfolio activity for an account located at 270 Park Avenue, New York, NY.

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

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