Jacqueline Kay Melugin
Investment adviser representative at North Square Investments, LLC
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Foreside Fund Services, LLCOct 2025 to now
- North Square Investments, LLCMar 2025 to now
- Nuveen Securities, LLCApr 2016 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
North Square Investments, LLC
$3.2BAssets managed
14Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6640426
- Firm CRD
- 294355