Larry Roth joins JIFFY AI advisory board as wealth tech race heats up
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Almazora, L. (2026, June 3). Larry Roth joins JIFFY AI advisory board as wealth tech race heats up. InvestmentNews. https://www.investmentnews.com/fintech/larry-roth-joins-jiffy-ai-advisory-board-as-wealth-tech-race-heats-up/266852
Larry Roth, a veteran independent broker-dealer executive, has joined the advisory board of Milpitas, California-based artificial intelligence company JIFFY AI, which focuses on wealth management technology.
Roth brings over three decades of leadership experience, including roles as chief executive of Advisor Group from 2006 to 2013 and Cetera Financial Group from 2014 to 2016.
Roth's operational record includes guiding Advisor Group through the 2008 financial crisis amid parent company AIG's instability and steering Cetera through the Chapter 11 restructuring of parent RCS Capital Corp.
He currently serves as founder and CEO of consulting firm Ascentix Partners, formerly RLR Strategic Partners, advising wealth management firms, fintech companies, and investors on growth and mergers and acquisitions.
Roth contends that competitive advantage in wealth management will increasingly stem from industry-specific AI capabilities rather than generic technology built for general workflows.
JIFFY AI launched its AI Advisor Companion in March at the T3 Technology Conference, a tool that prepares advisors for meetings, automates note-taking, and generates compliance-ready documentation while claiming up to 40 percent efficiency gains.
JIFFY AI's existing client base includes Cetera Financial Group, Roth's former network, which partnered with the company in 2022 to expand its automation capabilities.