0001765380-19-000117.txt : 20191107
0001765380-19-000117.hdr.sgml : 20191107
20191107140540
ACCESSION NUMBER: 0001765380-19-000117
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191107
DATE AS OF CHANGE: 20191107
EFFECTIVENESS DATE: 20191107
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: 191199760
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
false
false
0001493936
XXXXXXXX
09-30-2019
09-30-2019
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
11-07-2019
0
118
452649
false
INFORMATION TABLE
2
joyn13fq3.xml
AARONS INC
COM PAR $0.50
002535300
1525
23738
SH
SOLE
0
0
23738
ABBOTT LABS
COM
002824100
255
3050
SH
SOLE
0
0
3050
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
219
1138
SH
SOLE
0
0
1138
AILERON THERAPEUTICS INC
COM
00887A105
20
30000
SH
SOLE
0
0
30000
ALPHABET INC
CAP STK CL A
02079K305
899
736
SH
SOLE
0
0
736
ALPHABET INC
CAP STK CL C
02079K107
424
348
SH
SOLE
0
0
348
ALPS ETF TR
ALERIAN MLP
00162Q866
2154
235673
SH
SOLE
0
0
235673
AMAZON COM INC
COM
023135106
1127
649
SH
SOLE
0
0
649
AMERICAN EXPRESS CO
COM
025816109
306
2586
SH
SOLE
0
0
2586
AMGEN INC
COM
031162100
323
1671
SH
SOLE
0
0
1671
APPLE INC
COM
037833100
3176
14182
SH
SOLE
0
0
14182
AT&T INC
COM
00206R102
960
25357
SH
SOLE
0
0
25357
BANK AMER CORP
COM
060505104
741
25416
SH
SOLE
0
0
25416
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
978
4700
SH
SOLE
0
0
4700
BEST BUY INC
COM
086516101
215
3115
SH
SOLE
0
0
3115
BLACKSTONE GROUP INC
COM CL A
09260D107
358
7323
SH
SOLE
0
0
7323
BOEING CO
COM
097023105
809
2126
SH
SOLE
0
0
2126
BROADCOM INC
COM
11135F101
240
869
SH
SOLE
0
0
869
CALAMP CORP
NOTE 1.625% 5/1
128126AB5
25
26000
PRN
SOLE
0
0
26000
CARLYLE GROUP L P
COM UTS LTD PTN
14309L102
213
8315
SH
SOLE
0
0
8315
CATERPILLAR INC DEL
COM
149123101
239
1890
SH
SOLE
0
0
1890
CELGENE CORP
COM
151020104
210
2111
SH
SOLE
0
0
2111
CENTERSTATE BK CORP
COM
15201P109
418
17415
SH
SOLE
0
0
17415
CHEVRON CORP NEW
COM
166764100
678
5720
SH
SOLE
0
0
5720
CHUBB LIMITED
COM
H1467J104
309
1915
SH
SOLE
0
0
1915
CISCO SYS INC
COM
17275R102
350
7077
SH
SOLE
0
0
7077
CITIGROUP INC
COM NEW
172967424
315
4563
SH
SOLE
0
0
4563
COCA COLA CO
COM
191216100
594
10914
SH
SOLE
0
0
10914
COMCAST CORP NEW
CL A
20030N101
519
11502
SH
SOLE
0
0
11502
COSTCO WHSL CORP NEW
COM
22160K105
236
820
SH
SOLE
0
0
820
CVS HEALTH CORP
COM
126650100
247
3913
SH
SOLE
0
0
3913
DISNEY WALT CO
COM DISNEY
254687106
596
4572
SH
SOLE
0
0
4572
DOCUSIGN INC
COM
256163106
253
4093
SH
SOLE
0
0
4093
DOMINION ENERGY INC
COM
25746U109
214
2640
SH
SOLE
0
0
2640
DUKE ENERGY CORP NEW
COM NEW
26441C204
256
2670
SH
SOLE
0
0
2670
EDWARDS LIFESCIENCES CORP
COM
28176E108
205
931
SH
SOLE
0
0
931
EXXON MOBIL CORP
COM
30231G102
414
5866
SH
SOLE
0
0
5866
FACEBOOK INC
CL A
30303M102
626
3518
SH
SOLE
0
0
3518
FEDERAL REALTY INVT TR
SH BEN INT NEW
313747206
432
3174
SH
SOLE
0
0
3174
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
733
21026
SH
SOLE
0
0
21026
GALECTIN THERAPEUTICS INC
COM NEW
363225202
47
12796
SH
SOLE
0
0
12796
GENERAL DYNAMICS CORP
COM
369550108
231
1266
SH
SOLE
0
0
1266
GENERAL ELECTRIC CO
COM
369604103
217
24290
SH
SOLE
0
0
24290
GILEAD SCIENCES INC
COM
375558103
216
3402
SH
SOLE
0
0
3402
GOLDMAN SACHS BDC INC
SHS
38147U107
241
12000
SH
SOLE
0
0
12000
HOME DEPOT INC
COM
437076102
1083
4666
SH
SOLE
0
0
4666
HONEYWELL INTL INC
COM
438516106
364
2154
SH
SOLE
0
0
2154
INTEL CORP
COM
458140100
793
15396
SH
SOLE
0
0
15396
INTERNATIONAL BUSINESS MACHS
COM
459200101
385
2647
SH
SOLE
0
0
2647
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
46137V621
437
23278
SH
SOLE
0
0
23278
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
538
9299
SH
SOLE
0
0
9299
ISHARES INC
CORE MSCI EMKT
46434G103
2289
46691
SH
SOLE
0
0
46691
ISHARES TR
COHEN STEER REIT
464287564
208
1735
SH
SOLE
0
0
1735
ISHARES TR
RUS 2000 VAL ETF
464287630
34352
287682
SH
SOLE
0
0
287682
ISHARES TR
SP SMCP600VL ETF
464287879
521
3471
SH
SOLE
0
0
3471
ISHARES TR
RUS 2000 GRW ETF
464287648
23049
119594
SH
SOLE
0
0
119594
ISHARES TR
CORE S&P SCP ETF
464287804
270
3471
SH
SOLE
0
0
3471
ISHARES TR
RUS 1000 VAL ETF
464287598
52169
406745
SH
SOLE
0
0
406745
ISHARES TR
CORE MSCI EAFE
46432F842
73982
1211436
SH
SOLE
0
0
1211436
ISHARES TR
MSCI ACWI ETF
464288257
1328
18010
SH
SOLE
0
0
18010
ISHARES TR
RUS 1000 GRW ETF
464287614
37344
233943
SH
SOLE
0
0
233943
ISHARES TR
S&P 500 VAL ETF
464287408
1507
12645
SH
SOLE
0
0
12645
ISHARES TR
MSCI EAFE ETF
464287465
3042
46644
SH
SOLE
0
0
46644
ISHARES TR
U.S. REAL ES ETF
464287739
219
2344
SH
SOLE
0
0
2344
ISHARES TR
CRE U S REIT ETF
464288521
27362
492569
SH
SOLE
0
0
492569
JOHNSON & JOHNSON
COM
478160104
870
6727
SH
SOLE
0
0
6727
JPMORGAN CHASE & CO
COM
46625H100
1015
8621
SH
SOLE
0
0
8621
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
1815
78013
SH
SOLE
0
0
78013
KIMCO RLTY CORP
COM
49446R109
247
11841
SH
SOLE
0
0
11841
LILLY ELI & CO
COM
532457108
263
2347
SH
SOLE
0
0
2347
LOWES COS INC
COM
548661107
223
2024
SH
SOLE
0
0
2024
MASTERCARD INC
CL A
57636Q104
433
1594
SH
SOLE
0
0
1594
MCDONALDS CORP
COM
580135101
414
1927
SH
SOLE
0
0
1927
MEDTRONIC PLC
SHS
G5960L103
321
2951
SH
SOLE
0
0
2951
MERCK & CO INC
COM
58933Y105
512
6081
SH
SOLE
0
0
6081
MICROSOFT CORP
COM
594918104
2098
15091
SH
SOLE
0
0
15091
MONDELEZ INTL INC
CL A
609207105
338
6111
SH
SOLE
0
0
6111
MOTOROLA SOLUTIONS INC
COM NEW
620076307
242
1419
SH
SOLE
0
0
1419
NIKE INC
CL B
654106103
229
2440
SH
SOLE
0
0
2440
NUVEEN AMT FREE MUN CR INC F
COM
67071L106
735
43907
SH
SOLE
0
0
43907
NUVEEN INTER DURATION MN TMF
COM
670671106
685
49916
SH
SOLE
0
0
49916
NVIDIA CORP
COM
67066G104
213
1226
SH
SOLE
0
0
1226
ORACLE CORP
COM
68389X105
388
7046
SH
SOLE
0
0
7046
PAYPAL HLDGS INC
COM
70450Y103
307
2959
SH
SOLE
0
0
2959
PEPSICO INC
COM
713448108
536
3911
SH
SOLE
0
0
3911
PFIZER INC
COM
717081103
414
11512
SH
SOLE
0
0
11512
PHILIP MORRIS INTL INC
COM
718172109
215
2834
SH
SOLE
0
0
2834
PROCTER & GAMBLE CO
COM
742718109
802
6451
SH
SOLE
0
0
6451
QUALCOMM INC
COM
747525103
274
3598
SH
SOLE
0
0
3598
ROSS STORES INC
COM
778296103
259
2362
SH
SOLE
0
0
2362
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
224
3948
SH
SOLE
0
0
3948
SOUTHERN CO
COM
842587107
268
4342
SH
SOLE
0
0
4342
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
455
11505
SH
SOLE
0
0
11505
STARBUCKS CORP
COM
855244109
208
2356
SH
SOLE
0
0
2356
SYSCO CORP
COM
871829107
278
3500
SH
SOLE
0
0
3500
TCG BDC INC
COM
872280102
190
13194
SH
SOLE
0
0
13194
THERMO FISHER SCIENTIFIC INC
COM
883556102
215
737
SH
SOLE
0
0
737
UNION PACIFIC CORP
COM
907818108
233
1436
SH
SOLE
0
0
1436
UNITED AIRLINES HLDGS INC
COM
910047109
200
2263
SH
SOLE
0
0
2263
UNITED TECHNOLOGIES CORP
COM
913017109
303
2218
SH
SOLE
0
0
2218
UNITEDHEALTH GROUP INC
COM
91324P102
563
2590
SH
SOLE
0
0
2590
US BANCORP DEL
COM NEW
902973304
405
7316
SH
SOLE
0
0
7316
VALERO ENERGY CORP NEW
COM
91913Y100
279
3271
SH
SOLE
0
0
3271
VANGUARD INDEX FDS
GROWTH ETF
922908736
41983
252487
SH
SOLE
0
0
252487
VANGUARD INDEX FDS
VALUE ETF
922908744
63111
565408
SH
SOLE
0
0
565408
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1855
19889
SH
SOLE
0
0
19889
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
2264
12437
SH
SOLE
0
0
12437
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
352
2333
SH
SOLE
0
0
2333
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
360
1321
SH
SOLE
0
0
1321
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
4785
37135
SH
SOLE
0
0
37135
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
23015
392813
SH
SOLE
0
0
392813
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3207
79658
SH
SOLE
0
0
79658
VANGUARD STAR FD
VG TL INTL STK F
921909768
402
7788
SH
SOLE
0
0
7788
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
6171
150207
SH
SOLE
0
0
150207
VERIZON COMMUNICATIONS INC
COM
92343V104
897
14864
SH
SOLE
0
0
14864
VISA INC
COM CL A
92826C839
700
4069
SH
SOLE
0
0
4069
WALMART INC
COM
931142103
500
4212
SH
SOLE
0
0
4212
WELLS FARGO CO NEW
COM
949746101
373
7388
SH
SOLE
0
0
7388