Morgan Stanley
45yrs
Top advisor by experience in Terre Haute
26yrs
Jon Beardsley
Full name on record: Jon E Beardsley
Financial advisor at Spyglass Investment Management
Based in Terre Haute, Indiana, Jon Beardsley is a fiduciary financial advisor with 26 years of industry experience. Jon has been with Spyglass Investment Management since 2001. Spyglass Investment Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 72 advisors with offices in Terre Haute, and one of 69 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors in Indiana
Office1205 South Third Street, Terre Haute, IN 47802
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$285,866
Advisors at the firm3
States licensed ?1 state
Services through Spyglass Investment Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2001 – nowSpyglass Investment ManagementCurrent firm
Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Spyglass Investment Management at (812) 238-8484 and ask for Jon Beardsley. Jon works from the Terre Haute, IN office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2000, about 26 years. More experience than 74% of advisors in Indiana.
What licenses does Jon hold?
Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Spyglass Investment Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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