Jan P. Schalkwijk

JPS GLOBAL INVESTMENTS

West Linn, OR

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CRD#: 2919553

Professional summary

Jan Pieter Schalkwijk is a registered financial advisor currently at JPS GLOBAL INVESTMENTS, LLC located in West Linn, Oregon.

Jan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jan has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Pieter Schalkwijk's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 13, 2007 - Present

JPS GLOBAL INVESTMENTS, LLC

RIA

CRD#: 142974

West Linn, OR

Past

October 29, 2014 - March 10, 2017

ORION CAPITAL MANAGEMENT LLC

RIA

CRD#: 119428

SAN CARLOS, CA

Past

August 27, 1997 - October 18, 2005

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/13/2007)

IAR

Oregon
(9/12/2023)

IAR

Texas
(7/30/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/26/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JPS GLOBAL INVESTMENTS, LLC

CRD#: 142974 / SEC#:

California

Registered Investment Advisory firm - (4/13/2007 Approved)

Oregon

Registered Investment Advisory firm - (9/12/2023 Approved)

Texas

Registered Investment Advisory firm - (7/29/2020 Conditional Restricted)

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Contact information

Main Address

West Linn, OR

Mailing Address

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035

Phone number

(650) 597-9798

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	245
AUM (Assets Under Management)	$ 61,499,995

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jan P. Schalkwijk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Pieter Schalkwijk's CRS (Customer Relationship Summary).

Certified licenses

Experience

JPS GLOBAL INVESTMENTS, LLC

ORION CAPITAL MANAGEMENT LLC

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/2000

Series 7

Date: 8/18/2000

Series 6

Date: 8/26/1997

Current Firm

JPS GLOBAL INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JPS GLOBAL INVESTMENTS, LLC

TRUST BUT VERIFY

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