Jamal Clarke

ORCA INVESTMENT MANAGEMENT | Financial Advisor

Walnut Creek, CA 94597

CRD#: 7191635

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Professional summary

Jamal Clarke, who also goes by Jamal Chibale Clarke, is a registered financial advisor currently at ORCA INVESTMENT MANAGEMENT, LLC located in Walnut Creek, California and PAULSON INVESTMENT COMPANY LLC located in Walnut Creek, California.

Jamal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jamal has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamal Chibale Clarke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamal Clarke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 26, 2026 - Present

ORCA INVESTMENT MANAGEMENT, LLC

Office #1: 1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597

RIA

CRD#: 144377

Walnut Creek, CA

Current

March 17, 2026 - Present

PAULSON INVESTMENT COMPANY LLC

Office #1: 1255 Treat Blvd, Suite 300, Walnut Creek, CA 94597

CRD#: 5670

Walnut Creek, CA

Past

July 18, 2025 - October 17, 2025

ADVISORS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 112266

Oakland, CA

Past

November 22, 2023 - June 27, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SAN FRANCISCO, CA

Past

November 22, 2023 - June 27, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

SAN FRANCISCO, CA

Past

May 4, 2023 - December 4, 2023

THRIVE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 281347

FORT WASHINGTON, PA

Past

February 18, 2020 - March 1, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHILADELPHIA, PA

Past

January 7, 2020 - March 1, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORCA INVESTMENT MANAGEMENT, LLC

CYGNUS CAPITAL LLC | ORCA INVESTMENT MANAGEMENT, LLC

CRD#: 144377 / SEC#: 801-68050

RIA

Registered Investment Advisory firm - (6/25/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/17/2026)

California
(3/17/2026)

IAR

California
(3/26/2026)

Florida
(3/17/2026)

Maryland
(3/17/2026)

Nevada
(3/17/2026)

Oregon
(3/17/2026)

Pennsylvania
(3/17/2026)

Texas
(3/17/2026)

Washington
(3/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/14/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/7/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/27/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

ORCA INVESTMENT MANAGEMENT, LLC

CYGNUS CAPITAL LLC | ORCA INVESTMENT MANAGEMENT, LLC

CRD#: 144377 / SEC#: 801-68050

RIA

Registered Investment Advisory firm - (6/25/2007 Approved)

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Contact information

Main Address

6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 582-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - 5/20/2024 UPDATE (3/3/2026)

Regulatory assets under management

Total Number of Accounts	557
AUM (Assets Under Management)	$ 211,654,859

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jamal Clarke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamal Clarke's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAULSON INVESTMENT COMPANY LLC

ADVISORS CAPITAL MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

THRIVE CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ORCA INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/14/2020

Series 7TO

Date: 1/7/2020

SIE

Date: 11/27/2019

FINRA

Nasdaq Stock Market

Current Firm

ORCA INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORCA INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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