# Jan Schalkwijk

> Jan Schalkwijk is a fee-only financial advisor at JPS Global Investments in West Linn, Oregon, who holds the CFA credential. Jan charges hourly fees and a one-time planning fee and focuses on sustainable & impact investing, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jan-schalkwijk/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JPS Global Investments
- **Based in:** West Linn, Oregon
- **Fee model:** Hourly; One-time planning fee
- **Assets under management (firm):** $74.4M across 248 accounts
- **Credentials:** CFA
- **Specialties:** Sustainable & impact investing, Retirement planning, Tax planning, Equity compensation
- **CRD:** 2919553 (https://adviserinfo.sec.gov/individual/summary/2919553)
- **SEC registration:** Investment adviser representative in CA, OR, TX
- **Exams passed:** Series 63 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.jpsglobalinvest.com

## Frequently asked questions

### Is Jan Schalkwijk a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jan holds no broker registration, and JPS Global Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jan charge for financial advice?

Jan charges hourly fees and a one-time planning fee.

### Where is Jan Schalkwijk based?

Jan Schalkwijk is based in West Linn, Oregon.

### What does Jan specialize in?

Jan's specialties include sustainable & impact investing, retirement planning, tax planning and equity compensation.

### What credentials does Jan Schalkwijk hold?

Jan Schalkwijk holds the CFA credential.

### Is Jan Schalkwijk registered with the SEC?

Yes. Jan Schalkwijk is registered as an investment adviser representative in CA, OR and TX (CRD 2919553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JPS Global Investments manage?

JPS Global Investments reports $74.4M across 248 accounts in assets under management.

### How do I contact Jan Schalkwijk?

Through Jan's website, www.jpsglobalinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2919553): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jpsglobalinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.