AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

Jon E Beardsley

SPYGLASS INVESTMENT MANAGEMENT CORPORATION·TERRE HAUTE, Indiana
Clean recordSPYGLASS INVESTMENT MANAGEMENT CORPORATION
1205 SOUTH 3RD ST, TERRE HAUTE, IN 47802CRD# 4578743Firm CRD# 122594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon E Beardsley · TERRE HAUTE, IN
Registration
CRD #4578743 · SPYGLASS INVESTMENT MANAGEMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jon E Beardsley is a registered financial advisor based in TERRE HAUTE, Indiana, affiliated with SPYGLASS INVESTMENT MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jon is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SPYGLASS INVESTMENT MANAGEMENT CORPORATION
SPYGLASS INVESTMENT MANAGEMENT
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SPYGLASS INVESTMENT MANAGEMENT CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4578743
Firm CRD# 122594
View on FINRA BrokerCheck →

Looking for a financial advisor in TERRE HAUTE?

Browse all registered financial advisors in TERRE HAUTE, Indiana or claim this profile if it's yours.

Browse TERRE HAUTE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jon E Beardsley offer?
Jon E Beardsley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TERRE HAUTE, Indiana for a consultation.
What are Jon E Beardsley's credentials?
Jon E Beardsley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon E Beardsley located?
Jon E Beardsley is based in TERRE HAUTE, Indiana, working with SPYGLASS INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the TERRE HAUTE metropolitan area and surrounding communities.
How does Jon E Beardsley charge for services?
Jon E Beardsley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPYGLASS INVESTMENT MANAGEMENT CORPORATION?
SPYGLASS INVESTMENT MANAGEMENT CORPORATION has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SPYGLASS INVESTMENT MANAGEMENT CORPORATION

John William Cristee
TERRE HAUTE, IN

More Advisors in TERRE HAUTE, Indiana

Donald Bruce Edwards
WABASH CAPITAL, INC.·TERRE HAUTE, IN
Christopher Doll
WABASH CAPITAL, INC.·TERRE HAUTE, IN
James Brian Exline
WABASH CAPITAL, INC.·TERRE HAUTE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile