JB
Jon E. Beardsley
SPYGLASS INVESTMENT MANAGEMENT
TERRE HAUTE, IN 47802
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CRD#: 4578743
JB
Professional summary
Jon E Beardsley, who also goes by Jon Beardsley, is a registered financial advisor currently at SPYGLASS INVESTMENT MANAGEMENT located in Terre Haute, Indiana.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Beardsley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SPYGLASS PROPERTIES LLC IS NOT AN INVESTMENT RELATED BUSINESS. LOCATED AT 1205 S. 3RD STREET, TERRE HAUTE, IN 47802, THE LLC WHICH WAS FORMED IN MAY 2002 IS THE OWNER OF A COMMERCIAL BUILDING WHICH RENTS OFFICE SPACE TO VARIOUS BUSINESSES INCLUDING SPYGLASS INVESTMENT MANAGEMENT. JON BEARDSLEY IS 50% OWNER AND DEVOTES APPROXIMATELY 5 HOURS PER MONTH TO THIS BUSINESS ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. DUTIES INCLUDE SENDING TENANT INVOICES AND PAYING BILLS ASSOCIATED WITH THE BUILDING.
CRS (Client Relationship Summary) - RIA
Click below to view Jon E Beardsley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 19, 2001 - Present
SPYGLASS INVESTMENT MANAGEMENT
Office #1: 1205 South Third Street, Terre Haute, IN 47802RIA
CRD#: 122594
TERRE HAUTE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SPYGLASS INVESTMENT MANAGEMENT
SPYGLASS INVESTMENT MANAGEMENT | SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD#: 122594 / SEC#: 801-133745
RIA
Registered Investment Advisory firm - (6/23/2025 Approved)Florida
Registered Investment Advisory firm - (7/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/9/2025 Terminated)Indiana
Registered Investment Advisory firm - (7/15/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(1/19/2001)
Current Firm
SI
SPYGLASS INVESTMENT MANAGEMENT
SPYGLASS INVESTMENT MANAGEMENT | SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD#: 122594 / SEC#: 801-133745
RIA
Registered Investment Advisory firm - (6/23/2025 Approved)Florida
Registered Investment Advisory firm - (7/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/9/2025 Terminated)Indiana
Registered Investment Advisory firm - (7/15/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1205 South 3rd St, Terre Haute, IN 47802
Mailing Address
Phone number
(812) 238-8484
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 749 |
| AUM (Assets Under Management) | $ 140,011,446 |
Red Flags
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Company Information
SPYGLASS INVESTMENT MANAGEMENT
CRD#: 122594Terre Haute, IN 47802TRUST BUT VERIFY
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