Martin James Investment & Tax Management

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Pay Bill Get In Touch
  • What We Do
  • Who We Are
  • Resources
    • Forms, Documents & Links
    • Podcasts
    • eBooks
    • Video Library
  • Careers
Pay Bill Get In Touch

Apps

Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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Liscio

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Zoom

quickbooks-online-logo

QuickBooks Online

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QuickBooks Desktop

Envestnet

man with glasses wearing sport coat sitting on bench smiling and looking at mobile phone

5 steps to managing your financial life on mobile

From banking and investments to financial documents and debt, this eBook covers the basics of simplifying your financial life on mobile.

Read more about 5 steps to managing your financial life on mobile ➞

Contact Us

Mooresville Office

130 Meadow Lake Drive
Mooresville, IN 46158

p:  (317) 834-2276

f:  (317) 834-2290

e: 

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Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC., a Registered Investment Adviser Martin James, CPA, PC and Martin James Investment & Tax Management LLC are not owned or controlled by World Equity Group, Inc. World Equity Group, Inc. does not provide tax or legal advice. A broker/dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states which they are licensed to conduct business in and to limit access to financial products and services offered by them to only those individuals in those states. World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. Securities Licensed to conduct business in the following states: AZ, FL, GA, IA, IL, IN, KY, MN, NC, NM, TN, VA Investment advisory licensed to conduct business in: AZ, FL, GA, IL, IN, KY, MN, VAInsurance licensed to conduct business in: AZ, FL, GA, IN, KY, TN

The World Equity Group Form CRS can be found here.

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