Jack Gausewitz

Financial Services Coordinator & Paraplanner

Office: 608-831-3230
jonathan.gausewitz@goldsteinadvisors.com

Meet Jack

Jack joined Goldstein Advisors in 2006. As the firm’s Paraplanner, he utilizes his expertise to complement each client’s financial objectives by managing the transactional side of investment management. He executes trades and transactions for the practice, working in concert with other members of the Goldstein team to deliver a consistently high level of service.

Aside from a brief stint in compliance, Jack has been with the firm for more than a decade. It all began with an internship after Jack attended Ripon College and earned a bachelor’s degree in economics and business administration. Recognizing the importance of financial literacy and the difference financial professionals can make, Jack applied his background in economics and business to help others achieve financial literacy and wellbeing.

Jack serves as a Masters Swim Coach and Lifeguard and participates himself In other masters programs in the area. In his spare time, Jack enjoys getting together with family and friends, working out, cooking, and seeing a good movie or watching sports.

Professional Designations & Associations

Accredited Portfolio Management Advisor
FINRA Series 7 Licensed
FINRA Series 66 Licensed
Life and Health Insurance Licensed
Member of the National Notary Association
Lifeguard, First Aid, CPR and AED Certified with the American Red Cross

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® plaque design in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Jack Gausewitz

Meet Jack

Professional Designations & Associations

Madison Office

Hours