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Jonathan Gausewitz

Goldstein Advisors, LLC

Madison, WI

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Current Employers
Goldstein Advisors, Llc

1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-01-19
  • WI RA
    APPROVED
    Since 2024-01-19

Branch Locations

1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Middleton WI 06/2007 10/2019
Securities America, Inc. Middleton WI 10/2019 11/2022
Arbor Point Advisors Middleton WI 10/2019 11/2022
Kestra Investment Services, Llc Madison WI 11/2022 12/2023
Goldstein Advisors Llc Madison WI 10/2022 Present
  • 06/2007 → 10/2019
    Ameriprise Financial Services, Inc.
    Middleton, WI
  • 10/2019 → 11/2022
    Securities America, Inc.
    Middleton, WI
  • 10/2019 → 11/2022
    Arbor Point Advisors
    Middleton, WI
  • 11/2022 → 12/2023
    Kestra Investment Services, Llc
    Madison, WI
  • 10/2022 → Present
    Madison, WI
Previous Registrations
  • 2019-10-10 → 2022-12-01
    Arbor Point Advisors
    Middleton, WI
  • 2007-10-15 → 2019-10-16
    Middleton, WI
    Columbus, OH
    Madison, WI
    Madison, WI
    Middleton, WI
    Middleton, WI
Other Businesses

***UWHEALTH - MASTERS SWIM COACH POSITION: Masters Swim Coach NATURE: Health/Fitness INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2006 ADDRESS: 621 Science Dr., Madison WI 53711 DESCRIPTION: I coach a Masters Swim Class ***THE GAUSEWITZ FAMILY, LLC POSITION: 1% Owner NATURE: An LLC that owns farmland INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 2483 Westbrook SE, Magnolia OH 44643 DESCRIPTION: I have no duties or obligations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-13
  • S66 Uniform Combined State Law Examination
    2007-10-13
Other Names
  • Jon Gausewitz
  • Jonny Gausewitz
  • Jack Gausewitz
  • Jonathan Carl Gausewitz

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