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- Custodian
- Altruist · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-2007
- Office Locations
- 1
Office Locations
About JPS Global Investments, LLC
JPS Global Investments is a fee-only, fiduciary RIA providing asset management and financial planning. Since 2007, it has built portfolios that align with each client’s stated values and “avoid/seek” preferences while emphasizing risk-adjusted returns, with an impact-investing orientation. Based in San Carlos, CA, the firm focuses on Silicon Valley-style planning needs—concentrated stock/options, appreciated real estate, home funding, and high-tax planning—serving clients across California, nationwide, and those retiring abroad.
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Owner & Executives
JAN PIETER SCHALKWIJK
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #2919553
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,139,812 | -- |
| Non-Discretionary | $10,239,421 | -- |
| Total | $74,379,233 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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