Jake Heyer has been Senior Manager / Director of Park Place Capital since May 2020, is a control person of the firm and directly owns under 5% of it. Jake Heyer holds a B.A. in Economics from Villanova University, a Master's in Business Administration from the University of Mississippi and an Executive Program in Financial Planning from the University of Georgia Terry College of Business. Jake Heyer studied Stonier School of Banking at the University of Pennsylvania Wharton School.
Park Place Capital Corporation is a Homewood, AL firm with $879M under management, 610 clients and 7 advisers across 5 offices, as of its March 2026 filing.
Jake M. Heyer is Senior Managing Director of Park Place Advisors. He joined Renasant Investment Advisors, a division of Renasant Bank, after working as a financial advisor for Merrill Lynch. Throughout his wealth management career, he has focused on financial planning for high net worth individuals and families.
Jake Heyer’s longest registration was 6 years at LPL Financial LLC (2014–2021). Before joining Park Place Capital in 2020, Jake Heyer was registered through LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 6 yearsTupelo, MS · Adviser representative · Firm CRD 107952
- LPL Financial LLC– · 6 yearsTupelo, MS · Adviser representative · Firm CRD 6413
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearTupelo, MS · Adviser representative · Firm CRD 7691
Professional designations
Listed by Park Place Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Jake Heyer is registered as an investment adviser representative in 9 states. The first approvals date from June 2020; the most recent is Florida, in August 2021.
- AlabamaSince 26 June 2020
- ColoradoSince 26 June 2020
- FloridaSince 24 August 2021
- GeorgiaSince 30 June 2020
- IndianaSince 26 June 2020
- MississippiSince 26 April 2021
- New JerseySince 30 June 2020
- North CarolinaSince 12 May 2021
- TexasSince 26 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 July 2013 |
| Series 7 | General Securities Representative Examination | 18 June 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jake Morrison Heyer
- CRD
- 5804833
- Firm
- Park Place Capital · CRD 107952
- Role
- Senior Manager / Director
- Office
- 82A Clark Boulevard, Tupelo, MS 38804
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- parkplacecapital.com
Where does Jake Heyer work?
Jake Heyer has been Senior Manager / Director of Park Place Capital Corporation since May 2020, and is a control person of the firm.
Is Jake Heyer a financial advisor?
Yes. Jake Heyer has a current investment-adviser registration in Alabama, Colorado, Florida, Georgia, Indiana, Mississippi, New Jersey, North Carolina and Texas, through Park Place Capital since June 2020.
How many years of experience does Jake Heyer have?
Jake Heyer has 13 years in the financial industry, since October 2013, across 3 adviser firms.
What exams has Jake Heyer passed?
Jake Heyer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2013. FINRA credited Jake Heyer with the SIE, which began in October 2018.
Where did Jake Heyer work before Park Place Capital?
Before Park Place Capital, Jake Heyer was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2013 to May 2014.
Where is Jake Heyer based?
Jake Heyer’s registered office is in Tupelo, MS.
Is Jake Heyer registered with FINRA?
No. Jake Heyer has no current broker registration.
Is Jake Heyer a CFP?
Park Place Capital lists Jake Heyer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jake M. Heyer, CFP®, AIF® biography, parkplacecapital.com
How can I verify Jake Heyer’s record?
Search CRD 5804833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake Heyer’s full registration record.