Jesse Nathaniel Cramer

Current Employers

Employment History

• 05/2026 → Present
  Rialto Wealth Management
  Syracuse, NY
• 01/2022 → 09/2025
  Cobblestone Capital Advisors, Llc
  Rochester, NY
• 12/2018 → 09/2025
  The Best Interest, Llc
  Rochester, NY
• 02/2016 → 09/2016
  Midtown Athletic Club
  Rochester, NY
• 11/2019 → 03/2020
  Midtown Athletic Club
  Rochester, NY
• 06/2021 → 12/2021
  Midtown Athletic Club
  Rochester, NY
• 09/2015 → 12/2021
  L3Harris
  Rochester, NY
• 09/2016 → 05/2017
  University Of Rochester
  Rochester, NY
• 09/2025 → 05/2026
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2025-10-29 → 2026-05-22
  Captrust
  Rochester, NY
• 2022-03-01 → 2025-12-31
  Cobblestone Capital Advisors, Llc
  Rochester, NY

Other Businesses

1) Name: Lollypop Farm, the Humane Society of Greater Rochester, Address: 99 Victor Road, Fairport, NY 14450, Not Investment Related, Nature: humane society, Position/Title: Board of Directors, Secretary, Start: 01/01/2024, Hours/Month: 3, Hours during Market Hours: 1, Duties: serve on the Finance Committee 2) Name: The Best Interest, LLC, Address: Rochester, NY, Investment Related, Nature: website and podcast, Position/Title: sole proprietor, Start: 12/01/2018, Hours/Month: 60, Hours during Market Hours: 10, Duties: website and podcast creation related to investment and financial planning, educational only. No specific investment advice is shared.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-01