About
Jake M. Heyer, CFP®, AIF®, serves as Senior Managing Director at Park Place Advisors, a division of Park Place Capital Corp, based in Tupelo, Mississippi. In this leadership role, he oversees client advisory services and is integral to the firm's investment decision-making and client relationship management. Park Place Capital specializes in providing fiduciary investment advice to institutional, mutual fund, and high-net-worth individual clients, focusing on building tailored solutions that emphasize consistent, repeatable performance and exceptional service.
Heyer’s advisory practice covers a broad spectrum of asset classes, with a focus on multi-asset portfolio construction for complex clients, including equities, fixed income, and alternative investments. His expertise includes navigating risk-adjusted portfolio strategies and guiding clients through market cycles, serving the needs of both institutional and individual investors.
He holds both the Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) designations, demonstrating deep expertise in fiduciary best practices and comprehensive financial planning. Throughout his career, Heyer has been recognized for his commitment to client-centered investment strategies and thought leadership within the Southeast investment advisory sector, especially in the Mississippi and Alabama markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Park Place Capital | Senior Managing Director | May 2021 to Present | — |
| Renasant Bank | Financial Advisor | Jun 2014 to May 2021 | — |
| Merrill Lynch | Financial Advisor | Apr 2013 to May 2014 | — |
| Sterne Agee | Fixed Income Internship | Jun 2010 to Aug 2010 | — |
Education
University of Georgia - Terry College of Business
Executive Program in Financial Planning
2016 — 2017
University of Mississippi
Master of Business Administration (MBA)
2011 — 2012
Villanova University
Bachelor of Arts (B.A.), Economics
2007 — 2011