About Marcus

Marcus Swaim is a Senior Client Associate with J.P. Morgan Wealth Management. His primary role is to provide sales support to David Catalfimo and his team. He is the general gatekeeper of the Santa Barbara office, and is responsible for trading, back-office and administrative support.

Marcus has always been fascinated by the financial markets. He especially enjoys working with the firm's trading desks and various transaction platforms, trying to ensure the best trade executions possible. He prides himself on providing clients full service in a timely and thorough manner.

Marcus began his financial services career in 1998 at Ameritrade in Omaha, Nebraska, where he worked on the equity and fixed income trading desks. He joined J.P. Morgan's predecessor firm Bear Stearns Private Client Services in 2004.

Marcus received a degree in Business Administration, with a focus in Finance, from the University of Nebraska—Lincoln. He holds Series 7 and 63 licenses. Originally from Littleton, Colorado, he and his wife now live in Santa Barbara with their two sons. In his free time, Marcus enjoys golf, coaching t-ball and spending time with his family.

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.