Jan Schalkwijk

San Carlos, California

Services Offered:

  • Financial Planning
  • Investment Management
  • Retirement

Fee Structure:

  • AUM
  • Fixed/flat

Fee Only?     yes


About Me

Top Issues

Jan manages the investment portfolios and financial planning services at JPS Global Investments. He enjoys working with a diverse investor base, including clients interested in socially responsible investing and impact investing. Being in Silicon Valley, he also enjoys advising clients with company stock options and concentrated stock positions. What ties it all together for Jan, is the desire to offer customized financial planning and investment management services, tailored to the client's unique circumstances.

Jan 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 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.

Years of Experience



  • CFA® - Chartered Financial Analyst®