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Jake M Heyer

PARK PLACE CAPITAL CORPORATION·HOMEWOOD, Alabama
SIE, Series 7, Series 66CFPClean record13 years registeredPARK PLACE CAPITAL CORPORATION
2728 19TH PLACE S, HOMEWOOD, AL 35209CRD# 5804833Firm CRD# 107952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jake M Heyer · HOMEWOOD, AL
Registration
CRD #5804833 · PARK PLACE CAPITAL CORPORATION · 13 years registered
Brand Profile
Not yet started
01

Career History

PARK PLACE CAPITAL CORPORATION
Jun 2020 – present
LPL FINANCIAL LLC
Sep 2014 – Apr 2021
TUPELO, MS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jul 2013 – May 2014
TUPELO, MS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 23, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARK PLACE CAPITAL CORPORATION
CRD 107952 · SEC 801-32593
AUM
$602M
Regulatory assets under management
Employees
10
380 client accounts
Services offered by PARK PLACE CAPITAL CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at PARK PLACE CAPITAL CORPORATION →
Introduction

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05

Frequently Asked Questions

What services does Jake M Heyer offer?
Jake M Heyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOMEWOOD, Alabama for a consultation.
What are Jake M Heyer's credentials?
Jake M Heyer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jake M Heyer located?
Jake M Heyer is based in HOMEWOOD, Alabama, working with PARK PLACE CAPITAL CORPORATION. Their office serves clients in the HOMEWOOD metropolitan area and surrounding communities.
How does Jake M Heyer charge for services?
Jake M Heyer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARK PLACE CAPITAL CORPORATION?
PARK PLACE CAPITAL CORPORATION has approximately 10 employees and manages $602M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARK PLACE CAPITAL CORPORATION

Larry Curtis Catlett
NASHVILLE, TN
Micah Dee White
HOMEWOOD, AL
Matthew Haas Foster
HOMEWOOD, AL
Paul B Ordonio
HOMEWOOD, AL

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Research
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