0001765380-20-000009.txt : 20200127
0001765380-20-000009.hdr.sgml : 20200127
20200127114553
ACCESSION NUMBER: 0001765380-20-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200127
DATE AS OF CHANGE: 20200127
EFFECTIVENESS DATE: 20200127
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: JOYN Advisors, Inc.
CENTRAL INDEX KEY: 0001493936
IRS NUMBER: 581955611
STATE OF INCORPORATION: GA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13973
FILM NUMBER: 20547873
BUSINESS ADDRESS:
STREET 1: 1100 ABERNATHY ROAD
STREET 2: BLDG 500, SUITE 500
CITY: ATLANTA
STATE: GA
ZIP: 30328
BUSINESS PHONE: 770-295-5738
MAIL ADDRESS:
STREET 1: 1100 ABERNATHY ROAD
STREET 2: BLDG 500, SUITE 500
CITY: ATLANTA
STATE: GA
ZIP: 30328
FORMER COMPANY:
FORMER CONFORMED NAME: GV Financial Advisors
DATE OF NAME CHANGE: 20141030
FORMER COMPANY:
FORMER CONFORMED NAME: GV Capital Management
DATE OF NAME CHANGE: 20100610
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001493936
XXXXXXXX
12-31-2019
12-31-2019
JOYN Advisors, Inc.
1100 ABERNATHY ROAD
BLDG 500, SUITE 500
ATLANTA
GA
30328
13F HOLDINGS REPORT
028-13973
N
James Hadaway
Compliance Officer
5138325477
James Hadaway
Cincinnati
OH
01-27-2020
0
125
467041
false
INFORMATION TABLE
2
joyn13f2019q4.xml
AARONS INC
COM PAR $0.50
002535300
1349
23628
SH
SOLE
0
0
23628
ABBOTT LABS
COM
002824100
256
2943
SH
SOLE
0
0
2943
ABBVIE INC
COM
00287Y109
249
2817
SH
SOLE
0
0
2817
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
240
1140
SH
SOLE
0
0
1140
ADOBE INC
COM
00724F101
215
651
SH
SOLE
0
0
651
AILERON THERAPEUTICS INC
COM
00887A105
17
30000
SH
SOLE
0
0
30000
ALPHABET INC
CAP STK CL A
02079K305
980
732
SH
SOLE
0
0
732
ALPHABET INC
CAP STK CL C
02079K107
460
344
SH
SOLE
0
0
344
ALPS ETF TR
ALERIAN MLP
00162Q866
88
10305
SH
SOLE
0
0
10305
AMAZON COM INC
COM
023135106
1258
681
SH
SOLE
0
0
681
AMERICAN EXPRESS CO
COM
025816109
305
2453
SH
SOLE
0
0
2453
AMERIPRISE FINL INC
COM
03076C106
215
1291
SH
SOLE
0
0
1291
AMGEN INC
COM
031162100
398
1652
SH
SOLE
0
0
1652
APPLE INC
COM
037833100
2941
10014
SH
SOLE
0
0
10014
AT&T INC
COM
00206R102
1005
25712
SH
SOLE
0
0
25712
BANK AMER CORP
COM
060505104
898
25497
SH
SOLE
0
0
25497
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1185
5231
SH
SOLE
0
0
5231
BEST BUY INC
COM
086516101
262
2988
SH
SOLE
0
0
2988
BLACKSTONE GROUP INC
COM CL A
09260D107
280
5008
SH
SOLE
0
0
5008
BOEING CO
COM
097023105
656
2014
SH
SOLE
0
0
2014
BRISTOL MYERS SQUIBB CO
COM
110122108
312
4865
SH
SOLE
0
0
4865
BROADCOM INC
COM
11135F101
274
867
SH
SOLE
0
0
867
CADENCE DESIGN SYSTEM INC
COM
127387108
204
2934
SH
SOLE
0
0
2934
CALAMP CORP
NOTE 1.625% 5/1
128126AB5
26
26000
PRN
SOLE
0
0
26000
CATERPILLAR INC DEL
COM
149123101
283
1917
SH
SOLE
0
0
1917
CENTERSTATE BK CORP
COM
15201P109
435
17415
SH
SOLE
0
0
17415
CHARTER COMMUNICATIONS INC N
CL A
16119P108
224
462
SH
SOLE
0
0
462
CHEVRON CORP NEW
COM
166764100
648
5381
SH
SOLE
0
0
5381
CHUBB LIMITED
COM
H1467J104
292
1879
SH
SOLE
0
0
1879
CISCO SYS INC
COM
17275R102
352
7330
SH
SOLE
0
0
7330
CITIGROUP INC
COM NEW
172967424
368
4609
SH
SOLE
0
0
4609
COCA COLA CO
COM
191216100
590
10664
SH
SOLE
0
0
10664
COMCAST CORP NEW
CL A
20030N101
503
11181
SH
SOLE
0
0
11181
COSTCO WHSL CORP NEW
COM
22160K105
242
824
SH
SOLE
0
0
824
CVS HEALTH CORP
COM
126650100
293
3944
SH
SOLE
0
0
3944
DISNEY WALT CO
COM DISNEY
254687106
646
4467
SH
SOLE
0
0
4467
DOMINION ENERGY INC
COM
25746U109
217
2614
SH
SOLE
0
0
2614
DOW INC
COM
260557103
231
4222
SH
SOLE
0
0
4222
DUKE ENERGY CORP NEW
COM NEW
26441C204
253
2770
SH
SOLE
0
0
2770
EDWARDS LIFESCIENCES CORP
COM
28176E108
216
926
SH
SOLE
0
0
926
EXXON MOBIL CORP
COM
30231G102
534
7653
SH
SOLE
0
0
7653
FACEBOOK INC
CL A
30303M102
739
3601
SH
SOLE
0
0
3601
FEDERAL REALTY INVT TR
SH BEN INT NEW
313747206
408
3171
SH
SOLE
0
0
3171
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF
33739E108
235
11716
SH
SOLE
0
0
11716
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
758
21026
SH
SOLE
0
0
21026
GALECTIN THERAPEUTICS INC
COM NEW
363225202
37
12796
SH
SOLE
0
0
12796
GENERAL DYNAMICS CORP
COM
369550108
221
1252
SH
SOLE
0
0
1252
GENERAL ELECTRIC CO
COM
369604103
302
27068
SH
SOLE
0
0
27068
GILEAD SCIENCES INC
COM
375558103
234
3607
SH
SOLE
0
0
3607
GOLDMAN SACHS BDC INC
SHS
38147U107
275
12907
SH
SOLE
0
0
12907
HOME DEPOT INC
COM
437076102
1007
4612
SH
SOLE
0
0
4612
HONEYWELL INTL INC
COM
438516106
370
2090
SH
SOLE
0
0
2090
ILLINOIS TOOL WKS INC
COM
452308109
203
1128
SH
SOLE
0
0
1128
INTEL CORP
COM
458140100
903
15088
SH
SOLE
0
0
15088
INTERNATIONAL BUSINESS MACHS
COM
459200101
510
3803
SH
SOLE
0
0
3803
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
46137V621
518
27451
SH
SOLE
0
0
27451
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
540
9262
SH
SOLE
0
0
9262
ISHARES INC
CORE MSCI EMKT
46434G103
2480
46136
SH
SOLE
0
0
46136
ISHARES TR
COHEN STEER REIT
464287564
203
1735
SH
SOLE
0
0
1735
ISHARES TR
RUS 2000 VAL ETF
464287630
35902
279221
SH
SOLE
0
0
279221
ISHARES TR
SP SMCP600VL ETF
464287879
331
2061
SH
SOLE
0
0
2061
ISHARES TR
RUS 2000 GRW ETF
464287648
24891
116192
SH
SOLE
0
0
116192
ISHARES TR
CORE S&P SCP ETF
464287804
284
3383
SH
SOLE
0
0
3383
ISHARES TR
RUS 1000 VAL ETF
464287598
53359
390968
SH
SOLE
0
0
390968
ISHARES TR
CORE MSCI EAFE
46432F842
76480
1172289
SH
SOLE
0
0
1172289
ISHARES TR
MSCI ACWI ETF
464288257
1465
18485
SH
SOLE
0
0
18485
ISHARES TR
RUS 1000 GRW ETF
464287614
38446
218544
SH
SOLE
0
0
218544
ISHARES TR
S&P 500 VAL ETF
464287408
1577
12123
SH
SOLE
0
0
12123
ISHARES TR
MSCI EAFE ETF
464287465
3080
44361
SH
SOLE
0
0
44361
ISHARES TR
U.S. REAL ES ETF
464287739
218
2344
SH
SOLE
0
0
2344
ISHARES TR
CRE U S REIT ETF
464288521
25949
475348
SH
SOLE
0
0
475348
JOHNSON & JOHNSON
COM
478160104
1011
6930
SH
SOLE
0
0
6930
JPMORGAN CHASE & CO
COM
46625H100
1184
8495
SH
SOLE
0
0
8495
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
322
14761
SH
SOLE
0
0
14761
KIMCO RLTY CORP
COM
49446R109
245
11832
SH
SOLE
0
0
11832
LILLY ELI & CO
COM
532457108
307
2336
SH
SOLE
0
0
2336
LOWES COS INC
COM
548661107
234
1950
SH
SOLE
0
0
1950
MASTERCARD INC
CL A
57636Q104
474
1589
SH
SOLE
0
0
1589
MCDONALDS CORP
COM
580135101
366
1853
SH
SOLE
0
0
1853
MEDTRONIC PLC
SHS
G5960L103
342
3013
SH
SOLE
0
0
3013
MERCK & CO INC
COM
58933Y105
566
6225
SH
SOLE
0
0
6225
MICROSOFT CORP
COM
594918104
2319
14705
SH
SOLE
0
0
14705
MONDELEZ INTL INC
CL A
609207105
290
5258
SH
SOLE
0
0
5258
MOTOROLA SOLUTIONS INC
COM NEW
620076307
221
1369
SH
SOLE
0
0
1369
MSCI INC
COM
55354G100
220
853
SH
SOLE
0
0
853
NETFLIX INC
COM
64110L106
252
778
SH
SOLE
0
0
778
NIKE INC
CL B
654106103
248
2451
SH
SOLE
0
0
2451
NUVEEN AMT FREE MUN CR INC F
COM
67071L106
732
43907
SH
SOLE
0
0
43907
NUVEEN INTER DURATION MN TMF
COM
670671106
694
49916
SH
SOLE
0
0
49916
NVIDIA CORP
COM
67066G104
287
1220
SH
SOLE
0
0
1220
ORACLE CORP
COM
68389X105
350
6601
SH
SOLE
0
0
6601
PAYPAL HLDGS INC
COM
70450Y103
311
2874
SH
SOLE
0
0
2874
PEPSICO INC
COM
713448108
528
3865
SH
SOLE
0
0
3865
PFIZER INC
COM
717081103
602
15360
SH
SOLE
0
0
15360
PHILIP MORRIS INTL INC
COM
718172109
398
4680
SH
SOLE
0
0
4680
PREFERRED APT CMNTYS INC
COM
74039L103
152
11387
SH
SOLE
0
0
11387
PROCTER & GAMBLE CO
COM
742718109
798
6393
SH
SOLE
0
0
6393
QUALCOMM INC
COM
747525103
311
3526
SH
SOLE
0
0
3526
ROSS STORES INC
COM
778296103
272
2333
SH
SOLE
0
0
2333
SOUTHERN CO
COM
842587107
277
4351
SH
SOLE
0
0
4351
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
891
22958
SH
SOLE
0
0
22958
SPDR S&P 500 ETF TR
TR UNIT
78462F103
279
868
SH
SOLE
0
0
868
SYSCO CORP
COM
871829107
298
3489
SH
SOLE
0
0
3489
TARGET CORP
COM
87612E106
216
1688
SH
SOLE
0
0
1688
THERMO FISHER SCIENTIFIC INC
COM
883556102
241
743
SH
SOLE
0
0
743
UNION PACIFIC CORP
COM
907818108
254
1403
SH
SOLE
0
0
1403
UNITED TECHNOLOGIES CORP
COM
913017109
332
2220
SH
SOLE
0
0
2220
UNITEDHEALTH GROUP INC
COM
91324P102
732
2490
SH
SOLE
0
0
2490
US BANCORP DEL
COM NEW
902973304
435
7332
SH
SOLE
0
0
7332
VALERO ENERGY CORP NEW
COM
91913Y100
309
3303
SH
SOLE
0
0
3303
VANGUARD INDEX FDS
GROWTH ETF
922908736
45134
247756
SH
SOLE
0
0
247756
VANGUARD INDEX FDS
VALUE ETF
922908744
65798
549000
SH
SOLE
0
0
549000
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1793
19324
SH
SOLE
0
0
19324
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
2456
12362
SH
SOLE
0
0
12362
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
472
2883
SH
SOLE
0
0
2883
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
393
1329
SH
SOLE
0
0
1329
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
5151
37581
SH
SOLE
0
0
37581
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
22479
380413
SH
SOLE
0
0
380413
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3530
79375
SH
SOLE
0
0
79375
VANGUARD STAR FD
VG TL INTL STK F
921909768
434
7788
SH
SOLE
0
0
7788
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
6106
138587
SH
SOLE
0
0
138587
VERIZON COMMUNICATIONS INC
COM
92343V104
1003
16336
SH
SOLE
0
0
16336
VISA INC
COM CL A
92826C839
764
4067
SH
SOLE
0
0
4067
WALMART INC
COM
931142103
499
4197
SH
SOLE
0
0
4197
WELLS FARGO CO NEW
COM
949746101
404
7502
SH
SOLE
0
0
7502