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Advisors / Missouri / O Fallon
33yrs

Thomas Borich

Financial advisor at Edward Jones

Based in O Fallon, Missouri, Thomas Borich is a fiduciary financial advisor with 33 years of industry experience. Thomas has been with Edward Jones since 1999. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 22 advisors with offices in O Fallon, and one of 21 fiduciaries.

O Fallon, MO 63366Top advisor by experience in O FallonFiduciary advisor
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At a glance

Experience33 years (since 1993)
How that compares ?Top advisor by experience in O Fallon
Office102 South Main, O Fallon, MO 63366
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 1999 – now
    Edward JonesCurrent firm

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Thomas

How do I contact Thomas?

Call Thomas’s local office at (636) 240-9167 or the Edward Jones main office at (314) 515-2000, and ask for Thomas Borich.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 1993, about 33 years. Top advisor by experience in O Fallon.

What licenses does Thomas hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Thomas paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thomas for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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