Phillip Jason Keen

Current Employers

Employment History

• 11/2020 → 09/2022
  U.S. Bank
  Brentwood, TN
• 11/2020 → 09/2022
  U.S. Bancorp Investments, Inc.
  Brentwood, TN
• 05/2011 → 10/2019
  Snodgrass King Pediatric Dental
  Franklin, TN
• 10/2019 → 07/2020
  Associated Children's Dentistry
  Goodlettsville, TN
• 08/2020 → 11/2020
  Merrill Lynch
  Nashville, TN
• 09/2022 → 08/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 08/2025 → Present
  J.P. Morgan Securities Llc
  Nashville, TN
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Nashville, TN

Previous Registrations

• 2022-11-02 → 2025-08-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Charlotte, NC
• 2022-07-14 → 2022-09-30
  U.S. Bancorp Investments, Inc.
  Brentwood, TN

Other Businesses

Entity Name: Real Estate Investments Investment related: No Address: Destin, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/16/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a passive real estate investor and have a management company that handles all the day to day business in Destin FL. Entity Name: Real Estate Investments Investment related: No Address: Rental/Investment Properties: 2 in Destin FL, 2 in Nashville TN and 2 in Las Vegas, NV Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/15/2000 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Properties owned personally and jointly with spouse. Managed by 3rd party property manager.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-11
• S63 Uniform Securities Agent State Law Examination
  2020-12-21

Other Names

• P Jason Keen
• Phillip J Keen