Matthew Jayden Swimmer

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
• 05/2021 → 07/2022
  Hot N Juicy Crawfish
  Tempe, AZ
• 03/2021 → 05/2021
  The Vitamin Shoppe
  Henderson, NV
• 09/2020 → 03/2021
  Gap Inc
  Vista, CA
• 10/2019 → 10/2020
  Men's Wearhouse
  Escondido, CA
• 07/2019 → 10/2019
  Barona Resort & Casino
  Lakeside, CA
• 08/2018 → 01/2019
  Boudin Sf
  San Marcos, CA
• 01/2018 → 06/2018
  Mcdonald's
  San Marcos, CA
• 08/2014 → 06/2018
  Mission Hills High School
  San Marcos, CA
• 01/2019 → 07/2019
  Western Colorado University
  Gunnison, CO
• 06/2018 → 08/2018
  Unemployed
  San Marcos, CA
• 01/2022 → Present
  Arizona State University
  Tempe, AZ
• 08/2021 → 12/2021
  University Of Nevada
  Las Vegas, CA
• 08/2019 → 12/2020
  San Diego Mesa College
  San Diego, CA
• 08/2019 → 12/2020
  Palomar College
  San Diego, CA

Other Businesses

I*: 2985264 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Surprise, AZ 85387 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 08/01/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Co-owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2024-01-10

Other Names

• Matthew J Swimmer