Jon Beardsley
Spyglass Investment Management · Terre Haute, Indiana
Jon Beardsley is a fee-only financial advisor at Spyglass Investment Management in Terre Haute, Indiana. Jon charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Spyglass Investment Management |
|---|---|
| Based in | Terre Haute, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $156.4M across 789 accounts |
| SEC registration | Investment adviser representative in IN · CRD 4578743 |
| Exams passed | Series 65 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | spyglassinvestmentmanagement.com |
| Profile |
How Jon's firm compares
- Spyglass Investment Management's average account is about $198,000, from its Form ADV (assets managed divided by 789 accounts).
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Questions about Jon
Is Jon Beardsley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Spyglass Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon charges a percentage of assets.
How much does Jon charge?
According to Spyglass Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Jon Beardsley based?
Jon Beardsley is based in Terre Haute, Indiana.
Is Jon Beardsley registered with the SEC?
Yes. Jon Beardsley is registered as an investment adviser representative in IN (CRD 4578743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spyglass Investment Management manage?
Spyglass Investment Management reports $156.4M across 789 accounts in assets under management.
How do I contact Jon Beardsley?
Through Jon's website, spyglassinvestmentmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Spyglass Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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