Joshua W Thomson
Investment adviser representative at Cornerstone Wealth Partners, LLC
12 yearsExperience
4 statesRegistered in
$145.9MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Churchill MortgageOct 2021 to now
- Cornerstone Wealth Partners, LLCOct 2020 to now
- Federal Aviation AdministrationJan 2014 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (CA, GA, MI, TX).
Cornerstone Wealth Partners, LLC
$145.9MAssets managed
429Clients
12Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7288692
- Firm CRD
- 146602