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Jake Morrison Heyer

Park Place Capital Corp.

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About Jake Morrison Heyer

Jake Morrison Heyer is an investment advisor representative at Park Place Capital Corp. Jake has been in the financial industry since June 2014. Jake holds the Series 66, Series 7, and SIE licenses. Jake is registered to provide investment advice in Alabama, Colorado, Florida, Georgia, Indiana, Mississippi, New Jersey, North Carolina, and Texas. Jake specializes in providing financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Jake's previous employment includes time at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Jake Heyer is currently registered with Park Place Capital Corp.. Park Place Capital Corp. is an investment advisor headquartered in HOMEWOOD, AL. The firm has 5 investment adviser representatives and manages approximately $602 million in assets. Park Place Capital Corp. offers financial planning, pension consulting, selection of other advisers, portfolio management for individuals, businesses, and investment companies. The firm caters to a range of clients including individuals, corporations, investment companies, and banking institutions.
Park Place Capital Corp.

2728 19TH PLACE S

HOMEWOOD, AL 35209

$602.13M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jake Heyer’s Registration & Firm History

MS

06/26/2020 - Present

Park Place Capital Corp. (Tupelo MS)

MS

09/16/2014 - 04/26/2021

LPL FINANCIAL LLC (TUPELO MS)

MS

06/18/2013 - 05/27/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUPELO MS)

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Licenses & Designations

BOTH

Issued 07/19/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake Morrison Heyer.
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