Joshua Thomson has been an investment adviser representative at Cornerstone Wealth Partners since October 2020, and is not listed among the firm’s executive officers or direct owners. Joshua Thomson holds an A.S. in Aviation Science from Mt. San Antonio College.
Cornerstone Wealth Partners, LLC is an Okemos, MI firm with $146M under management, 429 clients and 8 advisers across 5 offices, as of its August 2026 filing.
Joshua Thomson is Investment Advisor of Cornerstone Wealth Partners, based in Peachtree City, GA. He joined the firm as an investment advisor in 2020 after more than 10 years as an FAA air traffic controller. He works with Delta pilots on the Delta 401(k), the market-based cash balance plan, deferred compensation and planning around the age-65 retirement rule for airline pilots.
- – present · 6 yearsPeachtree City, GA · Adviser representative · Firm CRD 146602
Investment adviser representative registrations
Joshua Thomson is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from October 2020; the most recent is Michigan, in February 2025.
- CaliforniaSince 21 March 2024
- GeorgiaSince 16 October 2020
- MichiganSince 11 February 2025
- TexasResidentSince 7 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua W Thomson
- CRD
- 7288692
- Firm
- Cornerstone Wealth Partners · CRD 146602
- Office
- 3040 STATE STREET, Peachtree City, GA 30269
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonewealthpartners.com
Where does Joshua Thomson work?
Joshua Thomson is an investment adviser representative registered through Cornerstone Wealth Partners, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Thomson a financial advisor?
Yes. Joshua Thomson has a current investment-adviser registration in California, Georgia, Michigan and Texas, through Cornerstone Wealth Partners since October 2020.
How many years of experience does Joshua Thomson have?
Joshua Thomson has 6 years in the financial industry, since October 2020, across 1 adviser firm.
What exams has Joshua Thomson passed?
Joshua Thomson passed the Series 65 in June 2020.
Where is Joshua Thomson based?
Joshua Thomson’s registered office is in Peachtree City, GA.
Is Joshua Thomson registered with FINRA?
No. Joshua Thomson has no current broker registration.
How can I verify Joshua Thomson’s record?
Search CRD 7288692 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Thomson’s full registration record.
