JC
JC

Jesse Nathaniel Cramer

3 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
841 advisors
Number of Clients
36,839 clients
Average Client Portfolio
$29.4M average
Assets Under Management
$1083.1B
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Location

500 Linden Oaks, Suite 210, Rochester, NY, 14625

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jesse is the founder and owner of The Best Interest, LLC, which provides personal finance and investing content and education. He spends about a quarter of his time writing, podcasting, and maintaining the website.

Employment History
Current Registrations
Captrust
October 2025 - Present · 4 mos
Cobblestone Capital Advisors, LLC
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Jesse Nathaniel Cramer - Financial Advisor | TrueAdvisor