Jamal Clarke

Employer firm

Orca Investment Management, LLC CRD 144377

$212M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 10/2019 → 02/2023
  Merrill Lynch Bank Of America
  Wayne, PA
• 01/2018 → 05/2019
  Bases Training
  Glen Burnie, MD
• 07/2019 → 09/2019
  Extra Innings
  Elkridge, MD
• 03/2023 → 11/2023
  Thrive Financial Services, Llc
  Fort Washington, PA
• 11/2023 → 04/2025
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2023 → 04/2025
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2016 → 07/2016
  Boyd And Dowgiallo P.A
  Severna Park, MD
• 11/2013 → 05/2016
  Unemployed
  Elon, NC
• 07/2016 → 12/2017
  Unemployed
  Elon, NC
• 06/2019 → 06/2019
  Unemployed
  Glen Burnie, MD
• 11/2025 → 03/2026
  Perform For Life
  San Francisco, CA
• 06/2025 → 10/2025
  Acm Wealth
  Oakland, CA
• 03/2026 → Present
  Paulson Investment Company
  Walnut Creek, CA

Previous Registrations

• 2025-07-18 → 2025-10-17
  Advisors Capital Management, Llc
  Ridgewood, NJ
  Oakland, CA
• 2023-11-22 → 2025-06-27
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2023-05-04 → 2023-12-04
  Thrive Capital Management, Llc
  Fort Washington, PA
• 2020-02-18 → 2023-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
  Wayne, PA
  Philadelphia, PA

Other Businesses

1) Perform for Life/Golf -Membership Sales & Golf Instructor-Not Financial -650 Mission Street, San Francisco, CA 94105 0 hrs during trading hours, 3 hrs a day non-trading hours. 2) ORCA Investment Management; 6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035; Independent Contractor; Investment Related; Investment Advisor Representative 3/2026; 10-12 hours during the month; 10-12 hours during the month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14

Other Names

• Jamal Clarke
• Jamal Chibale Clarke