Jan Schalkwijk

CFA®

JPS Global Investments

Investment Advisor

Contact Me

Jan Schalkwijk

CFA®

JPS Global Investments

Investment Advisor

Whether saving for retirement, the next generation, or other life goals, we provide custom portfolios and actionable financial advice. As a fiduciary, fee-only investment advisor we fully commit our experience and professional passion in service of your goals. - Jan Schalkwijk, CFA®

Contact Me

650-597-9798

Website

Investment advisor to clients who wish to have their portfolios reflect their values and deliver on their financial goals. Serving clients in the San Francisco Bay Area (by appointment) and across the country using virtual services.

JPS Global Investments is a San Francisco Bay Area fee-only investment management firm serving clients locally (by appointment) and across the country using virtual services.  JPS Global Investments specializes in impact investing and financial planning to help families, foundations, non-profits, and other investment advisors grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jan Schalkwijk is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. 

Jan Schalkwijk has over 20 years of experience in the investment industry and is the founder and senior portfolio manager of JPS Global Investments. From 2013–2017, Jan also served as a portfolio manager and partner of Africa Capital Group (ACG), where he co-managed the Africa Frontier Fund and was the director of impact investing. Prior to JPS and ACG, Jan was vice president of investment platforms at Franklin Templeton. Jan received a degree in Economics from Maastricht University in the Netherlands, his Bachelor of Science degree from Menlo College, and his Master of Business Administration from Santa Clara University. From 2013–2015 Jan was an adjunct professor at the University of Oregon, where he taught a class on Impact Investing in the undergraduate and MBA programs.

Jan currently resides in San Carlos, CA with his wife Kizzy and son Nicholas. In his spare time, Jan is an avid outdoorsman, snowboarder, traveler, and student of history.

Jan Schalkwijk is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

JPS Global Investments was founded in 2007 and is a Registered Investment Advisor located in San Carlos, CA. Our clients engage us for investment management and financial planning. We are an independent fee-only advisor and do not receive compensation for selling financial products. Our incentives align with our clients’ interests: to protect and grow their wealth and invest in alignment with their values.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • ESG / Impact / Socially Responsible Investing
  • Tax Optimization
  • Financial Planning
  • Retirement Income Planning
  • Employee Equity
  • Charitable Giving / Legacy Planning

Ideal Clients

  • Retirees and Near Retirees
  • Global Families / Expats
  • Tech Workers
  • Foundations

Working Together

  • In-Person Meetings
  • Virtual Meetings
  • Transparent Fees
  • Complimentary 30 Minute Consultation

Professional Designations & Affiliations

  • XY Planning Network
    Jan Schalkwijk is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Personal Financial Advisors (NAPFA)
    Jan Schalkwijk is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CFA - Chartered Financial Analyst

    Jan Schalkwijk is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • CFA Institute

    Jan Schalkwijk is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

Contact Jan Schalkwijk

650-597-9798

Schedule a Call With Me
Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 1161 Cherry Street
    Suite C
    San Carlos, CA 94070

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser