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Jon E Beardsley

SPYGLASS INVESTMENT MANAGEMENT CORPORATION·TERRE HAUTE, Indiana
Series 65Clean record25 years registeredSPYGLASS 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 · 25 years registered
Brand Profile
Not yet started
01

Career History

SPYGLASS INVESTMENT MANAGEMENT
Jan 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 19, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594 · SEC 801-68659
AUM
$37M
Regulatory assets under management
Employees
1
365 client accounts
Services offered by SPYGLASS INVESTMENT MANAGEMENT CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPYGLASS INVESTMENT MANAGEMENT CORPORATION →
Introduction

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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.
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Other Advisors at SPYGLASS INVESTMENT MANAGEMENT CORPORATION

John William Cristee
TERRE HAUTE, IN

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