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Real Impact, Real Returns SM

About JPS Global Investments


JPS Global Investments was founded in 2007 and is a Registered Investment Advisor located in San Carlos, CA. Our clients engage us for investment management and financial planning. We are an independent fee-only advisor and do not receive compensation for selling financial products. Our incentives align with our clients’ interests: to protect and grow their wealth.

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Tara Wong, CRPS®

Wealth Advisor

Tara Wong, CRPS®


wEALTH aDVISOR


Tara is a Wealth Advisor at JPS Global Investments who strongly believes that investing enables positive social change. She has over a decade of diverse experience in startups and operations, helping to build organizations during different phases of growth. Prior to joining JPS Global Investments, Tara focused on democratizing access to successful retirement saving and increasing financial literacy. Tara holds the CRPS® designation and earned a bachelor’s degree from the University of California at Davis.

In her free time, Tara is usually attempting to satisfy her wanderlust, and hopes to travel to all seven continents one day. She is on a never-ending quest to find the perfect pie, and would love to know your recommendations.

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Jan Schalkwijk, CFA

Founder & Portfolio Manager

Jan Schalkwijk, CFA


Founder & Portfolio Manager


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 18 years of experience in the investment industry and was vice president of investment platforms at Franklin Templeton Investments, prior to founding JPS Global Investments. He 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. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.

In addition to his work at JPS, Jan serves on the investment team of Africa Capital Group, where he co-manages the Africa Frontier Fund. Jan currently resides in San Carlos, CA with his wife Kizzy. In his spare time, Jan is an avid outdoorsman, snowboarder, traveler, and student of history.

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C. Bruce Nisker, CFA

Senior Advisor

C. Bruce Nisker, CFA


Senior Advisor


Bruce is a Senior Advisor to JPS Global Investments and serves on the firm’s investment committee. For the past 33 years, Bruce has wandered the globe while working as an investment professional.

By day, Bruce runs the X15 Fund, LP, an 11-year old, focused-equity private investment partnership. By night, Bruce is an Adjunct Instructor at Portland State University’s Graduate School of Business.

Bruce earned a B.A. in Business Administration from University of Washington and an M.B.A from New York University’s Graduate School of Business. He has lived and worked in New York for Alliance Capital, in Tokyo for Daiwa International Capital Management, in Hong Kong for Barclays Global Investors, in Seattle where he ran his first private investment partnership and since 2011 in Portland, Oregon.