Jon E Beardsley
Investment Adviser Representative at Spyglass Investment Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jon E. Beardsley is an investment adviser representative with Spyglass Investment Management in Terre Haute, IN, where they have been registered since 2001, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Spyglass Investment ManagementJun 2000 – no end date reportedTerre Haute, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Spyglass Investment Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- First $1,000,0001.00%
- Next $2,000,000 ($1,000,001 to $3,000,000)0.75%
- Next $2,000,000 ($3,000,001 to $5,000,000)0.50%
- Above $5,000,0000.35%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, retirement income, college funding/529s, Roth conversions, employee benefits analyses, individual accounts (Roth IRA, Traditional IRA, taxable/brokerage), small business retirement plans (Simple IRA, IRA, 401(k), cash balance plan), rollover IRAs, taxable investment accounts, college savings plans, and trust investment management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Terre Haute, IN
- SEC file number:
- 801-133745
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 16, 2026
View full firm profileOther advisors at Spyglass Investment Management
2 other advisors in the directory
Similar advisors in Terre Haute, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jon E Beardsley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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