Logan Westbury Simms
Investment adviser representative at Blue Jean Financial LLC
14 yearsExperience
1 stateRegistered in
$133.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Blue Jean Financial LLCJul 2024 to now
- Thrivent Investment Management Inc.Nov 2023 to Jul 2024
- The College of Saint RoseSep 2022 to Dec 2022
- Blue Jean Financial Group - ThriventMay 2022 to Oct 2023
- Hudson Valley Community CollegeSep 2019 to May 2022
- The Home DepotJun 2017 to Aug 2022
- Maplewood Center for Common CraftApr 2012 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Blue Jean Financial LLC
$133.3MAssets managed
385Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7781482
- Firm CRD
- 331138