Career
Joe Thomson has been President of Pacer Advisors since March 2005. Joe Thomson is a control person of the firm and directly owns between 50% and 75% of it. Joe Thomson holds a Bachelor’s degree in Economics and Business Administration.
Pacer Advisors, Inc. is a Malvern, PA firm with $41.8B under management, 71 clients and 5 advisers in one office, as of its August 2026 filing.
Joe Thomson co-founded PLANCO in 1977 and founded Pacer Advisors in 2004.
- Pacer Advisors, Inc.Current– present · 20 yearsMalvern, PA · Adviser representative · Firm CRD 137381
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Pennsylvania | Approved | 29 March 2006 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 1980 |
| Series 40 | Registered Principal Examination | 29 January 1979 |
- Name
- General Securities Principal Examination
- Name
- Compliance Officer Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Principal Examination
Individual record
- Full name
- Joe Mckee Thomson
- CRD
- 718569
- Office
- 500 CHESTERFIELD PARKWAY, Malvern, PA 19355
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Joe Thomson work?
Joe Thomson has been President of Pacer Advisors, Inc. since March 2005, and is a control person of the firm.
Is Joe Thomson a financial advisor?
Yes. Joe Thomson has a current investment-adviser registration in Pennsylvania, through Pacer Advisors since March 2006.
How many years of experience does Joe Thomson have?
Joe Thomson has 45 years in the financial industry, since November 1980, across 1 adviser firm.
What exams has Joe Thomson passed?
Joe Thomson has passed 5 licensing exams: the Series 40, Series 63, Series 24, Series 14 and Series 7TO. The earliest, the Series 40, was passed in January 1979. FINRA credited Joe Thomson with the SIE, which began in October 2018.
Where is Joe Thomson based?
Joe Thomson’s registered office is in Malvern, PA.
Leadership at Pacer Advisors
- Kimberly ZellerVice President, Key Accounts
- Erin JagusakChief Compliance Officer
- Sean OharaDirector
- Joann ThomsonTreasurer/Secretary
- Ashlee BradbardSVP