John Kevin Chan

Current Employers

Employment History

• 08/2014 → 09/2016
  Alamo Insurance & Wealth Management
  San Antonio, TX
• 09/2016 → Present
  G. H. Wealth Management, Llc
  Brownsville, TX

Previous Registrations

• 2015-01-06 → 2016-12-31
  Alamo Insurance & Wealth Management
  San Antonio, TX

Other Businesses

JOHN CHAN IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. ALAMO INSURANCE & WEALTH MANAGEMENT ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF ALAMO INSURANCE & WEALTH MANAGEMENT IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT. JOHN CHAN SPENDS 30 HOURS PER WEEK OF HIS TIME ON THOSE ACTIVITIES AND CONSIDERS THEM HIS PRIMARY BUSINESS. Falcon Insurance Services is a property & casualty insurance agency located at 6812 Bandera Rd #200 B, San Antonio, TX 78238. They provide home, auto & business insurance. I am a minority owner in the business, 21%. The start date was 4/1/2024. I work approximately 5 hours a week. Zero hours devoted to Falcon during securities trading hours. I provide financial oversight.

Designations