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Jamal Clarke

Investment Adviser Representative at ORCA INVESTMENT MANAGEMENT, LLC

Walnut Creek, CACRD #7191635Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jamal Clarke has worked in the securities industry since 2020. They have passed the Series 66 and 7 examinations.

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/14/2020
Series 7
General Securities Representative Examination
Passed 1/7/2020
SIE
Securities Industry Essentials Examination
Passed 11/27/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

ORCA Investment Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ORCA INVESTMENT MANAGEMENT, LLCCurrent
3/26/2026Walnut Creek, CA
ADVISORS CAPITAL MANAGEMENT, LLC
7/18/202510/17/2025Oakland, CA
J.P. MORGAN SECURITIES LLC
11/22/20236/27/2025San Francisco, CA
THRIVE CAPITAL MANAGEMENT, LLC
5/4/202312/4/2023Fort Washington, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
2/18/20203/1/2023Philadelphia, PA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View ORCA INVESTMENT MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jamal Clarke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jamal Clarke - Financial Advisor in Walnut Creek, CA | AdvisorFinder