Jan Schalkwijk
JPS Global Investments · West Linn, Oregon
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.
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Specialties
Facts
| Firm | JPS Global Investments |
|---|---|
| Based in | West Linn, Oregon |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $74.4M across 248 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 2919553 |
| Exams passed | Series 63 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jpsglobalinvest.com |
| Profile |
How Jan's firm compares
- JPS Global Investments's average account is about $300,000, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Jan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- JPS Global Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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