Marcus SwaimMarcus SwaimSenior Client Associate
About Marcus
Marcus Swaim is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Catalfimo Group, Marcus provides customer service and problem solving support for high-net-worth individuals, institutions and other sophisticated clients. His responsibilities include coordinating the operational aspects of the team, executing trades and addressing inquiries. Drawing on more than 25 years of financial services experience, Marcus manages the team's day-to-day activities in a steady and experienced manner.
Marcus joined J.P. Morgan in 2004 through a predecessor firm after beginning his career at Ameritrade in 1998 as a Trade Risk Analyst. He graduated from the University of Nebraska with a B.S. in Finance and holds the FINRA Series 7, 63 and 66 licenses.
Marcus lives in Santa Barbara. He spends his free time working with others in need, golfing, hiking and supporting his two sons in all of their activities.
Insights
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October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowFamily Legacy
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October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowCybersecurity
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October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read NowMarkets and Economy
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October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowMarkets and Economy
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October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowMarkets and Economy
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