Robert James Wilkes

Employer firm

The Robert J. Wilkes Planning Forum CRD 119953

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → Present
  The Robert J Wilkes Planning Forum
  Binghamton, NY
• 05/2004 → Present
  Wilkes Johnson Comprehensive Planning Instutute
  Johnson City, NY
• 11/2009 → 12/2016
  H.BEck, Inc.
  Rockville, MD
• 03/2017 → Present
  Fortune Financial Services, Inc
  Monaca, PA

Previous Registrations

• 2005-02-18 → 2009-10-01
  Wall Street Financial Group, Inc.
  Victor, NY
  Binghamton, NY
  Johnson City, NY
  Binghamton, NY

Other Businesses

THE WILKES JOHNSON COMPREHENSIVE PLANNING INSTITUTE POSITION: partner NATURE: Financial Services or advisor activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 INVESTMENT RELATED HOURS: 50 START DATE: 01/01/2003 ADDRESS: 401 Main Street, Johnson City NY 13790 DESCRIPTION: financial planning THE ROBERT WILKES PLANNING FORUM - RIA POSITION: Owner NATURE: Financial Services or advisor activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 07/30/1981 ADDRESS: 32 W. State St., Suite 211, Binghamton NY 13901 DESCRIPTION: Financial planning. THE WILKES JOHNSON COMPREHENSIVE PLANNING INSTITUTE - INSURANCE POSITION: partner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 INVESTMENT RELATED HOURS: 50 START DATE: 01/01/2003 ADDRESS: 401 Main Street, Johnson City NY 13790 DESCRIPTION: provides financial planning which includes comprehensive life, disability income, annuity and long term care sales and service THE ROBERT J. WILKES PLANNING FORUM - INSURANCE POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 06/30/1981 ADDRESS: 32 W. State Street, Suite 211, Binghamton NY 13901 DESCRIPTION: provides financial planning which includes comprehensive life, disability income, annuity and long term care sales and service

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-14
• S63 Uniform Securities Agent State Law Examination
  1986-12-06

Designations

• Chartered Financial Consultant