Jake Morrison Heyer
Investment adviser representative at Park Place Capital Corporation
12 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$879.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Park Place Capital CorporationJun 2020 to now
- Renasant Bank - Renasant Investment AdvisorsJun 2014 to now
- LPL Financial LLCSep 2014 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 9 states (AL, CO, FL, GA, IN, MS, NC, NJ, TX).
Park Place Capital Corporation
$879.2MAssets managed
610Clients
7Advisers
38 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
- 5804833
- Firm CRD
- 107952