James Donald Evenson

Employer firm

Trivant Custom Portfolio Group LLC CRD 129803

$239M regulatory AUM 189 advisory clients

Reported services (Item 5G)

• 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

• 08/2024 → 07/2025
  The Whaling Bar
  San Diego, CA
• 01/2019 → 01/2023
  The Arbour
  Pasadena, CA
• 07/2025 → Present
  Trivant Custom Portfolio Group, Llc
  San Diego, CA
• 08/2019 → 05/2022
  Pasadena City College
  Pasadena, CA
• 01/2023 → 12/2024
  California State University San Marcos
  San Marcos, CA
• 01/2016 → 12/2018
  University Of Arizona
  Tucson, AZ
• 12/2018 → 08/2019
  Not Employed
  Tucson, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-24