Logan Westbury Simms

Employer firm

Blue Jean Financial LLC CRD 331138

$133M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 09/2019
  Maplewood Center For Common Craft
  Greenwich, NY
• 06/2017 → 08/2022
  The Home Depot
  Saratoga Springs, NY
• 09/2019 → 05/2022
  Hudson Valley Community College
  Troy, NY
• 05/2022 → 10/2023
  Blue Jean Financial Group - Thrivent
  Albany, NY
• 11/2023 → 07/2024
  Thrivent Investment Management Inc.
  Albany, NY
• 12/2023 → 07/2024
  Thrivent Investment Management Inc.
  Albany, NY
• 07/2024 → Present
  Blue Jean Financial Llc
  Albany, NY
• 09/2022 → 12/2022
  The College Of Saint Rose
  Albany, NY

Previous Registrations

• 2023-12-08 → 2024-07-30
  Thrivent Investment Management Inc.
  Albany, NY
  Minneapolis, MN

Other Businesses

1) Licensed insurance agent; not investment-related; 125 Wolf Road, Suite 509, Albany, NY, 12205; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Saratoga Joinery; not investment-related; 69 Caroline St, , Saratoga Springs, NY. 12834; Nonprofit organization; Instructor; Start date: 07/2024; Hours/month: 10, Hours/month during securities trading hours: 0; Teach students woodworking skills and prepare classes.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-07