Logan Simms has been an investment adviser representative at Blue Jean Financial since July 2024, and is not listed among the firm’s executive officers or direct owners. Logan Simms holds a Bachelor's Degree in Financial Planning from the College of Saint Rose and an Associate's Degree in Business Administration from Hudson Valley Community College.
Blue Jean Financial LLC is an Albany, NY firm with $133M under management, 385 clients and 7 advisers across 10 offices, as of its May 2026 filing.
Logan Simms is Advisor at Blue Jean Financial. He has worked in financial services since 2022, when he started an internship with the firm that spring. Earlier he worked as a fine furniture maker, a kitchen designer in retail and a woodworking instructor.
Logan Simms’ longest registration is the current one, 2 years at Blue Jean Financial since 2024. Before joining Blue Jean Financial in 2024, Logan Simms was registered through Thrivent Investment Management Inc.
- Blue Jean Financial LLCCurrent– present · 2 yearsGreenwich, NY · Adviser representative · Firm CRD 331138
- Thrivent Investment Management Inc.– · under a yearAlbany, NY · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Logan Simms is registered as an investment adviser representative in New York, since July 2024.
- New YorkSince 29 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 December 2023 |
| Series 7TO | General Securities Representative Examination | 17 November 2023 |
| SIE | Securities Industry Essentials Examination | 17 October 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Logan Westbury Simms
- CRD
- 7781482
- Firm
- Blue Jean Financial · CRD 331138
- Office
- Greenwich, NY
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluejeanfinancial.com
Where does Logan Simms work?
Logan Simms is an investment adviser representative registered through Blue Jean Financial LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Logan Simms a financial advisor?
Yes. Logan Simms has a current investment-adviser registration in New York, through Blue Jean Financial since July 2024.
How many years of experience does Logan Simms have?
Logan Simms has 2 years in the financial industry, since November 2023, across 2 adviser firms.
What exams has Logan Simms passed?
Logan Simms has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2023.
Where is Logan Simms based?
Logan Simms’ registered office is in Greenwich, NY.
Is Logan Simms registered with FINRA?
No. Logan Simms has no current broker registration.
How can I verify Logan Simms’ record?
Search CRD 7781482 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Logan Simms’ full registration record.
