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JM

Jacqueline K. Melugin

NORTH SQUARE INVESTMENTS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 6640426
JM

Professional summary

Jacqueline Kay Melugin, who also goes by Jacqueline Kay Mceachen, Jackie Melugin, Jacqueline Melugin, is a registered financial advisor currently at NORTH SQUARE INVESTMENTS, LLC located in Chicago, Illinois and FORESIDE FUND SERVICES, LLC located in Chicago, Illinois.

Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jacqueline has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacqueline Kay Mceachen | Jackie Melugin | Jacqueline Melugin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Kay Melugin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 8, 2025 - Present

NORTH SQUARE INVESTMENTS, LLC

Office #1: 200 West Madison St Suite 2610, Chicago, IL 60606
RIA
CRD#: 294355
Chicago, IL
Current

October 28, 2025 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 200 West Madison Suite 2610, Chicago, IL 60606
BD
CRD#: 46106
Chicago, IL
Past

June 27, 2019 - October 3, 2024

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
CHICAGO, IL
Past

January 1, 2019 - October 3, 2024

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NS
NORTH SQUARE INVESTMENTS, LLC
NORTH SQUARE INVESTMENTS, LLC

CRD#: 294355 / SEC#: 801-115238

RIA
Registered Investment Advisory firm - (4/30/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/2/2026)
RR
Alaska
(1/2/2026)
RR
Arizona
(1/2/2026)
RR
Arkansas
(1/2/2026)
RR
California
(1/2/2026)
RR
Colorado
(1/2/2026)
RR
Connecticut
(1/2/2026)
RR
Delaware
(1/2/2026)
RR
District of Columbia
(1/2/2026)
RR
Florida
(1/2/2026)
RR
Georgia
(1/2/2026)
RR
Hawaii
(1/2/2026)
RR
Idaho
(1/2/2026)
IAR
Illinois
(9/8/2025)
RR
Illinois
(10/28/2025)
RR
Indiana
(1/2/2026)
RR
Iowa
(1/2/2026)
RR
Kansas
(1/2/2026)
RR
Kentucky
(1/2/2026)
RR
Louisiana
(1/2/2026)
RR
Maine
(1/2/2026)
RR
Maryland
(1/2/2026)
RR
Massachusetts
(1/2/2026)
RR
Michigan
(1/2/2026)
RR
Minnesota
(1/2/2026)
RR
Mississippi
(1/2/2026)
RR
Missouri
(1/2/2026)
RR
Montana
(1/2/2026)
RR
Nebraska
(1/2/2026)
RR
Nevada
(1/2/2026)
RR
New Hampshire
(1/2/2026)
RR
New Jersey
(1/2/2026)
RR
New Mexico
(1/2/2026)
RR
New York
(1/2/2026)
RR
North Carolina
(1/2/2026)
RR
North Dakota
(1/2/2026)
RR
Ohio
(1/3/2026)
RR
Oklahoma
(1/2/2026)
RR
Oregon
(1/2/2026)
RR
Pennsylvania
(1/2/2026)
RR
Rhode Island
(1/2/2026)
RR
South Carolina
(1/2/2026)
RR
South Dakota
(1/2/2026)
RR
Tennessee
(1/2/2026)
RR
Texas
(1/2/2026)
RR
Utah
(1/2/2026)
RR
Vermont
(1/2/2026)
RR
Virginia
(1/2/2026)
RR
Washington
(1/2/2026)
RR
West Virginia
(1/2/2026)
RR
Wisconsin
(1/2/2026)
RR
Wyoming
(1/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/17/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/31/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NS
NORTH SQUARE INVESTMENTS, LLC
NORTH SQUARE INVESTMENTS, LLC

CRD#: 294355 / SEC#: 801-115238

RIA
Registered Investment Advisory firm - (4/30/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 West Madison St Suite 2610, Chicago, IL 60606
Mailing Address
Phone number
(312) 857-2160
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 3,154,462,709

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTH SQUARE INVESTMENTS, LLC

CRD#: 294355Chicago, IL 60606

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