Miles Robert Evans

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 05/2019
  Student
  Baton Rouge, LA
• 06/2019 → 02/2021
  Massmutual
  Jacksonville, FL
• 02/2021 → 12/2024
  Fidelity Investments
  Jacksonville, FL
• 01/2025 → 06/2025
  Brust Wealth Advisors
  Ponte Vedra Beach, FL
• 07/2025 → 07/2025
  Unemployed
  Atlantic Beach, FL
• 08/2025 → 08/2025
  Michelle Baker
  Jacksonville, FL
• 08/2025 → 11/2025
  Michelle Baker
  Jacksonville, FL
• 09/2025 → 11/2025
  Northwestern Mutual Investment Services Llc
  Jacksonville, FL
• 11/2025 → 01/2026
  Unemployed
  Atlantic Beach, FL
• 01/2026 → Present
  Citigroup
  Jacksonville, FL
• 12/2024 → 01/2025
  Unemployed
  Atlantic Beach, FL

Previous Registrations

• 2025-10-01 → 2025-11-06
  Northwestern Mutual Investment Services, Llc
  Jacksonville, FL
• 2025-01-20 → 2025-06-30
  Raymond James Financial Services Advisors, Inc
  Ponte Vedra Beach, FL
• 2022-09-01 → 2024-12-04
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-08-19
• S63 Uniform Securities Agent State Law Examination
  2021-04-19

Designations

• Certified Financial Planner

Other Names

• Miles Robert Evans
• Miles Robert Evans
• Miles Evans