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Jake Heyer

Jake Heyer

Senior Managing Director at Park Place Capital Corp.

Tupelo, MS , United States

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

OrganizationRoleDate RangeDetails
Park Place CapitalSenior Managing DirectorMay 2021 to Present
Renasant BankFinancial AdvisorJun 2014 to May 2021
Merrill LynchFinancial AdvisorApr 2013 to May 2014
Sterne AgeeFixed Income InternshipJun 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