Zeer Janney Montgomery Scott / intent / janney-montgomery-scott

Janney Montgomery Scott

1001-5000 employees·Philadelphia, United States·janney.com

Observed, not inferred · updated weekly

Buying intent

342 tracked signals | Top 15 topics are below | Operations and Sales are carrying most of it.

307signals · 30 days
46topics tracked
3.65%attributed to a team

Attention by team

LinkedIn activity, by team

Where Janney Montgomery Scott's own people are actually spending their attention, by team, by topic. Bands run Low to High against the busiest pairing on this page, and each cell also shows how much of that team's own activity it represents.

Fixed Income
Legacy Planning
Estate Planning
Financial Advisors
Retirement Planning
Financial Planning
Operations
Low20% of team Operations to Fixed Income: Low, 20% of this team's signals
Low20% of team Operations to Legacy Planning: Low, 20% of this team's signals
Low20% of team Operations to Estate Planning: Low, 20% of this team's signals
Low20% of team Operations to Financial Advisors: Low, 20% of this team's signals
Low20% of team Operations to Retirement Planning: Low, 20% of this team's signals
Operations to Financial Planning: no signal
Sales
Sales to Fixed Income: no signal
Low50% of team Sales to Legacy Planning: Low, 50% of this team's signals
Low50% of team Sales to Estate Planning: Low, 50% of this team's signals
Sales to Financial Advisors: no signal
Sales to Retirement Planning: no signal
Sales to Financial Planning: no signal
Marketing
Low100% of team Marketing to Fixed Income: Low, 100% of this team's signals
Marketing to Legacy Planning: no signal
Marketing to Estate Planning: no signal
Marketing to Financial Advisors: no signal
Marketing to Retirement Planning: no signal
Marketing to Financial Planning: no signal
Others
High34% of team Others to Fixed Income: High, 34% of this team's signals
High23% of team Others to Legacy Planning: High, 23% of this team's signals
Medium22% of team Others to Estate Planning: Medium, 22% of this team's signals
Low11% of team Others to Financial Advisors: Low, 11% of this team's signals
Low5% of team Others to Retirement Planning: Low, 5% of this team's signals
Low5% of team Others to Financial Planning: Low, 5% of this team's signals
LowMediumHigh·  banded against the busiest pairing on this page

Topics being researched

30-day window

Every tracked topic, ranked by volume, not by our guess at what matters. Confidence is the classifier's own certainty that a signal belongs where we've filed it.

Fixed Income
LinkedIn
High volume
98%
last
4d ago
Legacy Planning
LinkedIn
High volume
98%
last
9d ago
Estate Planning
LinkedIn
Medium volume
98%
last
9d ago
Financial Advisors
LinkedIn
Low volume
98%
last
16d ago
Retirement Planning
LinkedIn
Low volume
98%
last
16d ago
Financial Planning
LinkedIn
Low volume
97%
last
9d ago
Financial Advisor
LinkedIn
Low volume
98%
last
9d ago
Artificial Intelligence
LinkedIn
Low volume
96%
last
5d ago
Robo Advisor
LinkedIn
Low volume
92%
last
13d ago
Life Insurance
LinkedIn
Low volume
98%
last
9d ago
Retirement Income
LinkedIn
Low volume
96%
last
9d ago
Wealth Management
LinkedIn
Low volume
98%
last
9d ago
Real Estate
LinkedIn
Low volume
98%
last
4d ago
Financial Services
LinkedIn
Low volume
98%
last
4d ago
Interest Rate
LinkedIn
Low volume
98%
last
4d ago

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Who's active at Janney Montgomery Scott

verified title on file

Titles, seniority and topic straight from each person's own activity, with a LinkedIn link so you can check any of them yourself.

Others154 active
researching Legacy Planning
in
researching Estate Planning
in
researching Estate Planning
in
researching Fixed Income
in
financial advisor
researching Life Insurance
in
Vice President / Wealth Management, Financial Advisor
VPresearching Fixed Income
in
Senior Vice President/Branch Manager
researching Legacy Planning
in
Senior Vice President Investments
researching Legacy Planning
in
Financial Advisor
researching Legacy Planning
in
financial advisor
researching Fixed Income
in
First Vice President / Wealth Management, Financial Advisor, AWMA®, CRPC®, RIS
VPresearching Fixed Income
in
financial advisor
researching Robo Advisor
in
First Vice President / Wealth Management, Financial Advisor
VPresearching Estate Planning
in
Executive Vice President / Wealth Management, Financial Advisor
VPresearching Fixed Income
in
Executive Vice President / Wealth Management, Financial Advisor
VPresearching Retirement Planning
in
Senior Vice President, Financial Advisor
VPresearching Financial Advisor
in
Senior Vice President / Complex Director
researching Estate Planning
in
Assistant Vice President / Wealth Management, Financial Advisor
researching Financial Advisor
in
Vice President / Wealth Management
researching Estate Planning
in
+ 144 more in Others
Operations3 active
Branch Operations Manager
researching Estate Planning
in
Branch Operations Manager
researching Retirement Planning
in
Branch Operations Manager
researching Fixed Income
in
+ 3 more in Operations
Sales2 active
account executive
researching Legacy Planning
in
account executive
researching Estate Planning
in
+ 2 more in Sales
Marketing2 active
Strategy Communications Coordinator
researching Fixed Income
in
Marketing Intern
researching Financial Services
in
+ 2 more in Marketing
Product1 active
Dayforce Product Owner
researching Real Estate
in
+ 1 more in Product

See everyone, not just the first 10

162 people across every department at Janney Montgomery Scott, plus a LinkedIn profile link for each.

Primary products / business lines

LinkedIn company profile

Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help pursue their personal or business goals. You’ll find the size of our firm and the experience of our professionals make us approachable, accessible, and accountable. With a

New capability sought

Employee posts (LinkedIn)

Financial Planning; Financial Advisor; Robo Advisor; Life Insurance; Retirement Income; Artificial Intelligence; Career Development; Content Strategy

Top accounts researching Janney Montgomery Scott

names withheld on the public page

These are companies whose own people brought up Janney Montgomery Scott unprompted, not accounts we guessed might be interested. We can't yet tell an implementation partner from a genuine buyer here, names unlock along with the buyer profile below.

986 companies · 3,603 people are researching Fixed Income

Janney Montgomery Scott's own team shows 92 signals on this topic. No one outside Janney Montgomery Scott has been seen researching the company by name yet — so this is the market it sits in, not a list of its buyers.

  • Legacy Planning997 cos · 2,935 people
  • Estate Planning1,532 cos · 4,686 people
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Buyer profile

company size · seniority

Company size and how senior the people involved are, the two things that decide whether this is a real deal. Competitor overlap isn't computed yet for this account.

Unlock the buyer profile

Company-size breakdown and buyer seniority mix for accounts researching Janney Montgomery Scott.

Company size breakdown
Buyer seniority mix

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Buying committee functions

Employee job titles (LinkedIn)

Leadership — 68 people; Sales — 2 people; Operations — 1 person; Product — 1 person; Marketing — 1 person

What's been said

public posts by Janney Montgomery Scott's team

No public post naming Janney Montgomery Scott has surfaced in the past year, so this is what Janney Montgomery Scott's own team is posting about publicly — their topics, in their words.

LinkedIn

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

Sep 2026
LinkedInNewsletter

Click to link for our September Newsletter Go Giants !!! chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://bit.ly/4x5V5QK

Sep 2026
LinkedIn

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process. Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4irAkv2 #EstatePlanning #RMD #LegacyPlanning #Janney

Aug 2026
LinkedInLegacy Planning

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process. Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4wNMYrX #EstatePlanning #RMD #LegacyPlanning #Janney

Aug 2026
LinkedInLegacy Planning

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process. Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4igqLiH #EstatePlanning #RMD #LegacyPlanning #Janney

Aug 2026
LinkedInRobo Advisor

Can technology understand what matters most to you? In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning: https://bit.ly/4xT5lfV #FinancialPlanning #AI #Investing #Janney

Aug 2026
LinkedIn

Everything you need to #PlanForMore starts with a strategy that brings your goals, priorities, and opportunities into focus. Reach out if you’d like to talk about building a strategy aligned with what matters most to you: https://bit.ly/4gH6PE6

Aug 2026
LinkedIn

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.

Aug 2026
LinkedIn

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more. Watch this short video to learn how to enroll in eDelivery: https://bit.ly/3TZ6bJk #DigitalTools #FinancialPlanning #Janney

Aug 2026

About this data. Janney Montgomery Scott (janney.com). Department attribution is 3.65%; remaining activity is grouped under Others. Updated 2026-09-25T18:00:10.181Z.

Not yet computedPer-team narrative summaries