# JPS Global Investments

JPS Global Investments is a Bank / Wealth / Trust based in San Carlos, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Carlos, United States
- **Region:** North America
- **Address:** San Carlos, CA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** jpsglobalinvest.com
- **LinkedIn:** https://www.linkedin.com/company/jps-global-investments

## Regulatory record

- **CRD number:** 142974
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142974

## About

Founded in 2007, JPS Global Investments established its practice in San Carlos, California, on the San Francisco Peninsula. The firm operates as an independent wealth manager, structuring its offering around investment management, financial planning, and consulting for individuals and high-net-worth clients. Its founding predates the post-crisis wave of independent advisor breakaways by a narrow margin, placing it among the earlier cohort of small practices built to serve Bay Area professionals and families. The firm's investment approach centers on constructing and managing client portfolios. Public regulatory records indicate a typical independent RIA model: asset allocation, security selection, and ongoing rebalancing tailored to individual client mandates. Its disclosed service lines span core wealth management, integrated financial planning, and general financial consulting. The firm's San Carlos location places it within reach of the concentrated technology and venture capital wealth generated between San Francisco and Silicon Valley. Client profiles are not publicly disclosed. JPS Global Investments maintains a deliberately lean structure, with no known additional offices, adjacent private fund vehicles, or institutional separate accounts. The firm has not publicly reported team size or aggregate assets under management, consistent with a privately held practice that files Form ADV without widely distributing marketing materials. No philanthropic foundations, operating businesses, or peer-network club affiliations are publicly associated with the firm. JPS Global Investments differs from scaled multi-family offices or institutional allocators in its apparent structure as a closely held advisory practice. The lack of a visible institutional product shelf or co-investment program distinguishes it from family offices that have evolved into platform-level investment firms. The firm's architecture appears closer to a traditional independent RIA than to a hybrid family-office investment company.

## Questions

### What services does JPS Global Investments provide?

The firm offers investment management, financial planning, and consulting services tailored to individuals and high-net-worth clients. Its approach is centered on personalized portfolio construction and ongoing advisory relationships rather than pooled investment products. The specific scope of planning services is not publicly detailed beyond broad regulatory disclosures.

### Does JPS Global Investments disclose its assets under management?

No public AUM figure is available. The firm has not published aggregate assets under management in marketing materials, press releases, or regulatory summaries that are broadly accessible. Its AUM remains undisclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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