AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JH

Jake M. Heyer

PARK PLACE CAPITAL
Tupelo, MS 38804
Some features on this profile are disabled
CRD#: 5804833
JH

Professional summary

Jake Morrison Heyer, AIF®, CFP®, who also goes by Jake M Heyer, is a registered financial advisor currently at PARK PLACE CAPITAL CORPORATION located in Tupelo, Mississippi.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jake has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake M Heyer

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 Jake Morrison Heyer's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

June 26, 2020 - Present

PARK PLACE CAPITAL CORPORATION

Office #1: 82a Clark Boulevard, Tupelo, MS 38804
RIA
CRD#: 107952
Tupelo, MS
Past

September 16, 2014 - April 26, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
TUPELO, MS
Past

September 16, 2014 - April 26, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
TUPELO, MS
Past

July 23, 2013 - May 27, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TUPELO, MS
Past

June 18, 2013 - May 27, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TUPELO, MS

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".
PP
PARK PLACE CAPITAL CORPORATION
NASHVILLE CAPITAL CORP | PARK PLACE CAPITAL CORPORATION | PARK PLACE CAPITAL

CRD#: 107952 / SEC#: 801-32593

RIA
Registered Investment Advisory firm - (9/2/1988 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.

Highlighted states indicate IAR registrations

IAR
Alabama
(6/26/2020)
IAR
Colorado
(6/26/2020)
IAR
Florida
(8/24/2021)
IAR
Georgia
(6/30/2020)
IAR
Indiana
(6/26/2020)
IAR
Mississippi
(4/26/2021)
IAR
New Jersey
(6/30/2020)
IAR
North Carolina
(5/12/2021)
IAR
Texas
(6/26/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/19/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/2013
General Securities Representative Examination

Current Firm

PP
PARK PLACE CAPITAL CORPORATION
NASHVILLE CAPITAL CORP | PARK PLACE CAPITAL CORPORATION | PARK PLACE CAPITAL

CRD#: 107952 / SEC#: 801-32593

RIA
Registered Investment Advisory firm - (9/2/1988 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2728 19th Place S Suite 160, Homewood, AL 35209
Mailing Address
Phone number
(800) 459-9084
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 WRAP FEE PROGRAM BROCHURE (10/7/2025)
PARK PLACE CAPITAL ADV PART 2 (9/8/2025)

Regulatory assets under management

Total Number of Accounts416
AUM (Assets Under Management)$ 724,023,748

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

PARK PLACE CAPITAL CORPORATION

CRD#: 107952Tupelo, MS 38804

TRUST BUT VERIFY

Monitor Jake Heyer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JM
James MagyariAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
RR
Solon, OH
JN
Jeffrey NorrisAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
PR
ST. LOUIS, MO
Eric Joseph Berner
Eric BernerAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
HENDERSONVILLE, TN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.