James Donald Evenson
Investment Adviser Representative at Trivant Custom Portfolio Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Donald Evenson is an investment adviser representative with Trivant Custom Portfolio Group LLC in San Diego, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Whaling BarAug 2024 – Jul 2025San Diego, CA
- The ArbourJan 2019 – Jan 2023Pasadena, CA
- TriVant Custom Portfolio Group, LLCJul 2025 – no end date reportedSan Diego, CA
- Pasadena City CollegeAug 2019 – May 2022Pasadena, CA
- California State University San MarcosJan 2023 – Dec 2024San Marcos, CA
- University of ArizonaJan 2016 – Dec 2018Tucson, AZ
- Not EmployedDec 2018 – Aug 2019Tucson, AZ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trivant Custom Portfolio Group LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $200,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Diego, CA
- SEC file number:
- 801-117351
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 27, 2026
View full firm profileOther advisors at Trivant Custom Portfolio Group LLC
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Donald Evenson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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